Unclaimed
Atmaram Varavadekar is a financial advisor with LPL Enterprise, LLC. Atmaram has been in the financial services industry since 1992. Atmaram has a broad range of experience working with individuals, corporations, and businesses. He is dedicated to providing a personalized approach to financial planning. Atmaram believes in building strong relationships with clients and providing them with the guidance they need to achieve their financial goals. Atmaram also offers a wide range of financial services, including investment management, retirement planning, and insurance. Atmaram has a strong understanding of the financial markets and is committed to staying up-to-date on the latest financial trends. Atmaram is a Certified Financial Planner. He is also registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the National Association of Personal Financial Advisors (NAPFA).
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
1
2
IL
11/14/2024 - Present
LPL Enterprise, LLC (ROSEMONT IL)
IL
08/09/2010 - 12/31/2020
PRINCIPAL SECURITIES, INC. (BUFFALO GROVE IL)
IL
09/08/2009 - 07/12/2010
LPL FINANCIAL CORPORATION (DEERFIELD IL)
IL
05/17/2001 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (NORTHBROOK IL)
AZ
01/25/1996 - 05/11/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
03/19/1992 - 06/14/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 02/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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