Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Praveen? Claim Your ProfilePraveen Gopaldas Khilnani is a registered representative with Avantax Advisory Services. Praveen Gopaldas Khilnani has been in the securities industry since December 5, 2001 and has been with Avantax Advisory Services since February 2007. Previously, Praveen Gopaldas Khilnani was registered with UBS Financial Services Inc. and PFS Investments Inc. Praveen Gopaldas Khilnani has Series 6, 7, 31, 63, and 66 securities licenses and holds a SIE license. Praveen Gopaldas Khilnani is licensed in California and District of Columbia.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
02/09/2007 - Present
Avantax Advisory Services (MENLO PARK CA)
CA
01/20/2005 - 10/31/2006
UBS FINANCIAL SERVICES INC. (MENLO PARK CA)
GA
11/21/2001 - 01/25/2005
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 02/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 02/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Praveen Khilnani is the right advisor for you? Invested Better is here to help.
