Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mahes? Claim Your ProfileMahes Prasad is a financial advisor with over 20 years of experience in the industry. Mahes is currently registered with U.S. Bancorp Investments, Inc. Mahes specializes in providing financial planning, portfolio management, and investment services to individuals, corporations, and institutions. Mahes has a proven track record of success in helping clients achieve their financial goals. Mahes is committed to providing personalized service and building long-term relationships with clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CO
10/27/2023 - Present
U.s. Bancorp Investments, Inc. (Denver CO)
AZ
08/03/2020 - 06/29/2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Phoenix AZ)
AZ
11/19/2019 - 03/19/2020
LPL FINANCIAL LLC (SCOTTSDALE AZ)
AZ
01/03/2011 - 05/10/2018
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
AZ
01/07/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PHOENIX AZ)
TX
05/15/2000 - 08/06/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 02/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/29/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mahes Prasad is the right advisor for you? Invested Better is here to help.
