Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lavesh? Claim Your ProfileLavesh Daswani is a financial advisor with Charles Schwab & CO., Inc. Lavesh has been in the industry since 2013 and has experience working with both individual and institutional clients. Lavesh holds Series 6, 7, and 63 licenses. Lavesh is also a SIE exam holder. Lavesh is registered to provide investment advice in Colorado and California. Before joining Charles Schwab & CO., Inc. Lavesh worked at JANUS DISTRIBUTORS, INC..
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
10/13/2014 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
05/25/1999 - 10/04/2000
JANUS DISTRIBUTORS, INC. (DENVER CO)
BC
Issued 12/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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