Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Srinath? Claim Your ProfileSrinath Michael Desilva is a financial advisor with over 17 years of experience in the financial services industry. Srinath Michael Desilva is currently registered with Cuso Financial Services, LP and has previously worked with Cetera Investment Services LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp, and NYLIFE Securities LLC. Srinath Michael Desilva offers a range of financial services to individual clients, including financial planning, pension consulting, educational seminars, and portfolio management.
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.
1
2
CA
08/19/2016 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
TX
03/05/2015 - 08/19/2016
CETERA INVESTMENT SERVICES LLC (AUSTIN TX)
TX
10/01/2012 - 03/04/2015
J.P. MORGAN SECURITIES LLC (HARKER HEIGHTS TX)
TX
04/02/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TEMPLE TX)
TX
08/15/2005 - 03/16/2007
NYLIFE SECURITIES LLC (ROUND ROCK TX)
IA
Issued 06/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Srinath Desilva is the right advisor for you? Invested Better is here to help.
