Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Prashant? Claim Your ProfilePrashant J Ravani is a financial advisor with over 25 years of experience in the industry. Prashant is a Managing Director at World Investment Advisors, LLC, located in Santa Barbara, California. Prashant's experience includes working for CBIZ Financial Solutions, Inc. and PFS Investments Inc. Prashant holds the Series 6, 7, 26, and 63 licenses and is also a Certified Financial Planner. Prashant specializes in providing retirement plan and wealth management consulting services to organizations and individuals.
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
CA
04/07/2023 - Present
World Investment Advisors, LLC (Santa Barbara CA)
CA
08/17/2007 - 04/05/2023
CBIZ FINANCIAL SOLUTIONS, INC. (SAN JOSE CA)
GA
05/28/1997 - 08/01/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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