Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ajay? Claim Your ProfileAjay Garlapati is a financial advisor based in Upper Arlington, Ohio. Ajay has been in the financial services industry since 2015. Ajay is currently registered with J.p. Morgan Securities LLC. Prior to that, Ajay was registered with Raymond James Financial Services, Inc., The Huntington Investment Company and PNC Investments. Ajay has passed several industry exams, including the Series 6, Series 63, Series 65 and SIE exams. Ajay specializes in providing financial advice to high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
04/23/2024 - Present
J.p. Morgan Securities LLC (Upper Arlington OH)
OH
01/29/2024 - 04/02/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLUMBUS OH)
OH
04/27/2017 - 01/12/2024
THE HUNTINGTON INVESTMENT COMPANY (DUBLIN OH)
OH
03/28/2016 - 03/07/2017
PNC INVESTMENTS (DUBLIN OH)
OH
02/27/2015 - 03/15/2016
THE HUNTINGTON INVESTMENT COMPANY (HILLIARD OH)
BC
Issued 07/27/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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