Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Viraj? Claim Your ProfileViraj Desai is a financial advisor registered with Charles Schwab Investment Management, Inc. in North Bergen, New Jersey. Desai has been in the financial services industry since 2008. Desai has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., Columbia Management, BlackRock, TD Ameritrade Investment Management and currently Charles Schwab Investment Management, Inc. Desai holds a Series 7 license. Desai is also a Chartered Financial Analyst.
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.
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.
Strategic management for diversified investment portfolios.
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.
Costs
1
2
NJ
12/12/2022 - Present
Charles Schwab Investment Management, Inc. (North Bergen NJ)
MA
10/23/2009 - 06/08/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
08/27/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 08/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Viraj Desai is the right advisor for you? Invested Better is here to help.
