Unclaimed
Amarendar Reddy is a registered investment advisor representative, working for Merrill Lynch, Pierce, Fenner & Smith Inc. Amarendar has been in the industry since 1997 and is registered with FINRA, the state of New Jersey, New York, and Texas. Amarendar has held previous positions at Morgan Stanley & Co., Incorporated. Amarendar's specializations include: Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisors, Pension Consulting, and Educational Seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
02/19/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
01/01/1997 - 10/26/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 01/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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