Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sudhir? Claim Your ProfileSudhir Pai is an Investment Advisor Representative with MyTimeEquity, a firm located in Plano, TX. Sudhir has been in the industry since 2011. Sudhir specializes in providing portfolio management services for individuals. Sudhir has a Series 6, Series 7, Series 63, and Series 65 licenses. Sudhir is also registered as an Investment Advisor Representative in California, Florida, and Texas. Sudhir's firm has an average client account size of $665,665 and manages a total of $74,000,000 in assets. Sudhir's firm has 111 clients and works with individual, high-net-worth, and other clients. The firm's services include portfolio management for individuals and other advisory services including the use of algorithmic models.
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.
Personalized portfolio management to meet individual financial objectives.
Algorithmic models
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
01/04/2022 - Present
Mytimeequity (Plano TX)
TX
04/01/2022 - 03/21/2023
SAXONY SECURITIES, INC. (Plano TX)
TX
11/04/2019 - 04/04/2022
EMERSON EQUITY LLC (Plano TX)
TX
10/04/2019 - 11/05/2019
COASTAL EQUITIES, INC. (PLANO TX)
TX
08/01/2011 - 06/24/2013
H.D. VEST INVESTMENT SERVICES (FRISCO TX)
IA
Issued 01/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Sudhir Pai is the right advisor for you? Invested Better is here to help.
