Kamalesh Desai (CRD# 1268701) is an Investment Advisor Representative working at Globalaji Capital Group in Schaumburg, IL and has over 32 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Globaji Capital Group LLC | Schaumburg, IL | Jul 2013 - Current | 10 |
| Nationwide Provident | Schaumburg, IL | Sep 2005 - Current | 18 |
| 1717 Capital Management Company | Schaumburg, IL | Sep 2005 - Current | 18 |
| Self Employed Broker Insurance Bus. | Chicago, IL | Aug 1977 - Current | 46 |
| Self-employed Broker Insurance Bus. | Chicago, IL | Aug 1977 - Current | 46 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1992 |
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management2MILLIONS
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Total Number of Accounts12ACCOUNTS
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Average Account Value$175,888
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Market timing services
IL
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