Unclaimed
Ananthakrishnan Ramamurti is an investment professional with a proven track record of success in the financial services industry. Ramamurti has a deep understanding of the financial markets and a commitment to providing clients with personalized investment advice. Ramamurti is currently registered with Kingswood Capital Partners, LLC, and has previously held positions at BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and DEUTSCHE BANK SECURITIES INC. Ramamurti holds the Series 79, Series 63 and SIE licenses.
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.
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.
1
2
TX
09/21/2022 - Present
Kingswood Capital Partners, LLC (Austin TX)
CA
05/10/2019 - 03/03/2021
BOFA SECURITIES, INC. (PALO ALTO CA)
CA
11/14/2017 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
CA
08/17/2010 - 08/03/2017
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 11/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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