Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Subhash? Claim Your ProfileSubhash Desai is an investment advisor representative with Osaic Wealth, Inc. Subhash Desai has been in the financial industry since November 27, 1986 and is registered in 6 states. Subhash Desai's prior experience includes Securities America, Inc. and Baraban Securities, Inc. Subhash Desai specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for 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
06/14/2024 - Present
Osaic Wealth, Inc. (LAKE FOREST CA)
CA
05/24/1991 - 06/14/2024
SECURITIES AMERICA, INC. (LAKE FOREST CA)
CA
11/28/1986 - 06/06/1991
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 05/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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