HD
Hiloni Desai
CANAM INVESTOR SERVICES
New York, NY 10005
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CRD#: 6809145
HD
Professional summary
Hiloni Desai is a registered financial professional currently at CANAM INVESTOR SERVICES, LLC located in New York, New York.
Hiloni is registered as a RR (Registered Representative) and started their career in finance in 2023. Hiloni has worked at 1 firm and has passed the Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Hiloni Desai's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 20, 2023 - Present
CANAM INVESTOR SERVICES, LLC
Office #1: 48 Wall Street 24th Floor, New York, NY 10005BD
CRD#: 158539
New York, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
General Industry/Product Exam
RR
Series 7TO
Date: 6/20/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CANAM INVESTOR SERVICES, LLC
CANAM BROKER, LLC | CANAM INVESTOR SERVICES, LLC
CRD#: 158539 / SEC#: , 8-68904
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
48 Wall Street 24th Floor, New York, NY 10005
Mailing Address
48 Wall Street 24th Floor, New York, NY 10005
Phone number
(646) 825-8710
Established
Delaware since 06/06/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (31 States and Territories)
Red Flags
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