Unclaimed
Pranav Jaiswal is an investment professional with over 24 years of experience in the financial services industry. Pranav currently serves as a Director, Private Client Portfolio Management at Brandes Investment Partners, LP. Pranav has a strong track record of success in providing financial advice and investment management services to a diverse range of clients, including high-net-worth individuals, families, and institutions. Prior to joining Brandes Investment Partners, LP, Pranav held positions at ALPS Distributors, Inc., Quasar Distributors, LLC, and Linsco/Private Ledger Corp. Pranav is a Series 6, Series 63, and Series 65 licensed representative, as well as a SIE-certified professional. Pranav is committed to providing clients with personalized financial advice and investment strategies tailored to their unique needs and goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/01/2025 - Present
Brandes Investment Partners, LP (SAN DIEGO CA)
CA
09/01/2015 - 07/12/2024
ALPS DISTRIBUTORS, INC. (LA JOLLA CA)
ME
10/12/2009 - 08/31/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
SC
08/06/1998 - 02/24/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
05/19/1997 - 05/05/1998
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 02/02/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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