Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Prasad? Claim Your ProfilePrasad Mohan is a registered investment advisor representative with Schechter Investment Advisors, LLC. Prasad has been in the securities industry for over 13 years and has experience working with a variety of clients, including high net worth individuals, corporations, and charitable organizations. Prasad holds the Series 7, Series 63 and Series 66 securities licenses. Prasad has been a registered investment advisor representative with Schechter Investment Advisors, LLC since July 2018 and has previously been employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Prasad is dedicated to providing his clients with personalized financial advice and helping them reach their investment 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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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MI
07/17/2018 - Present
Schechter Investment Advisors, LLC (BIRMINGHAM MI)
MI
09/23/2016 - 06/19/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TROY MI)
MI
04/20/2015 - 08/03/2016
J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)
NY
02/27/2008 - 12/16/2008
PHOENIX DERIVATIVES GROUP, LLC (NEW YORK NY)
NY
11/16/2007 - 01/11/2008
MF GLOBAL SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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