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Pranav Tangallpalli

PHX Financial, Inc.

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About Pranav Tangallpalli

Pranav Tangallpalli is a financial professional registered with PHX Financial, Inc.. Pranav is a Series 7TO and SIE licensed professional. Pranav began working with PHX Financial, Inc. on 8/9/2024 and their branch office is located at 100 WALL STREET FLOOR 10 NEW YORK, NY 10005.

Firm Information

Pranav Tangallpalli is currently registered with PHX Financial, Inc.. PHX Financial, Inc. is a Corporation formed in December 2006. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 3 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Pranav Tangallpalli’s Registration & Firm History

NY

08/09/2024 - Present

PHX Financial, Inc. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/09/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/04/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pranav Tangallpalli.
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