Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mahir? Claim Your ProfileMahir Desai is a Certified Financial Planner® and Investment Advisor Representative with MacRo Advisors, Inc.. Mahir has been in the industry since July 2010, and has offices located in York, Pennsylvania. Mahir specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit sharing plans, charitable organizations, and corporations or other businesses. MacRo Advisors, Inc. manages over $208 million in assets for approximately 1,425 clients. MacRo Advisors, Inc. is a Registered Investment Adviser based in York, Pennsylvania.
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.
Guidance on pension options to ensure a secure financial future.
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.
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PA
02/03/2020 - Present
MacRo Advisors, Inc. (YORK PA)
IA
Issued 05/06/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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