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Mikesh Desai is a registered Investment Advisor Representative with Macro Advisors, Inc. Mikesh Desai is located in YORK, PA and has been working in the industry since July 2014. Mikesh Desai has passed the Uniform Investment Adviser Law Examination. Mikesh Desai has been registered with the state of Pennsylvania since December 2015. Mikesh Desai is a Certified Financial Planner. Mikesh Desai also works as an independent insurance agent. Macro Advisors, Inc. is a Registered Investment Advisor. Macro Advisors, Inc. provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Macro Advisors, Inc. has approximately 1,425 clients with over $208 million in assets under management.
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
12/24/2015 - Present
MacRo Advisors, Inc. (YORK PA)
IA
Issued 12/24/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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