Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avasarala? Claim Your ProfileAvasarala Venkat Rao is a financial professional with over 25 years of experience in the industry. Avasarala has been a registered representative since 1997, holding both Series 6 and Series 7 licenses. Avasarala is also a Certified Financial Planner and a Chartered Financial Consultant. Avasarala provides a wide range of financial services to individuals, businesses, and charitable organizations. Currently registered with Osaic Wealth, Inc., Avasarala specializes in providing financial planning, portfolio management, and pension consulting. Avasarala is committed to providing clients with personalized and comprehensive financial advice.
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.
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.
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.
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2
NJ
01/19/2024 - Present
Osaic Wealth, Inc. (CHESTERFIELD NJ)
NJ
10/24/2011 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CHESTERFIELD NJ)
NY
05/22/1997 - 10/04/2011
SIGNATOR INVESTORS, INC. (WESTBURY NY)
IA
Issued 08/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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