Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Prakash? Claim Your ProfilePrakash Moktan is an investment advisor representative with World Equity Group, Inc., based in Schaumburg, Illinois. Prakash has been in the securities industry for over 20 years. Prakash is registered with the Securities and Exchange Commission and has held various registrations in multiple states, including Illinois, Michigan, Delaware, Kentucky, North Carolina and South Carolina. Prakash offers a variety of investment advisory services, including portfolio management for individuals and businesses, financial planning and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
03/09/2021 - Present
World Equity Group, Inc. (SCHAUMBURG IL)
NJ
03/13/2002 - 03/21/2006
PRUCO SECURITIES, LLC. (NEWARK NJ)
MA
10/12/2001 - 04/10/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/12/2001 - 04/10/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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