TD
Tejal D. Desai
HOOK FINANCIAL SERVICES
Virginia Beach, VA 23452
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CRD#: 7666400
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Professional summary
Tejal Dilip Desai is a registered financial advisor currently at HOOK FINANCIAL SERVICES, LLC located in Virginia Beach, Virginia.
Tejal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Tejal has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
EC Tangle Land Owner, LLC, not investment related, Norfolk, VA, Real Estate Development, Managing Partner, less than 3 hours per month
CRS (Client Relationship Summary) - RIA
Click below to view Tejal Dilip 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
November 28, 2022 - Present
HOOK FINANCIAL SERVICES, LLC
Office #1: 295 Bendix Road Suite 170, Virginia Beach, VA 23452RIA
CRD#: 133805
Virginia Beach, VA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(11/28/2022)
Current Firm
HF
HOOK FINANCIAL SERVICES, LLC
HOOK FINANCIAL SERVICES, LLC | OAST & HOOK FINANCIAL SERVICES, LLC
CRD#: 133805 / SEC#:
Virginia
Registered Investment Advisory firm - (3/3/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
295 Bendix Road Suite 170, Virginia Beach, VA 23452
Mailing Address
Phone number
(757) 399-7506
Established
Firm type
Fiscal year end
# of Employees
4
Red Flags
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