Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bharadwaj? Claim Your ProfileBharadwaj Venkata surya Puram is an investment professional with over 27 years of experience in the financial services industry. Bharadwaj has been with Northwestern Mutual Investment Services, LLC since 1994. Prior to joining Northwestern Mutual, Bharadwaj was employed by Robert W. Baird & Co. Incorporated and American Express Financial Advisors Inc.. Bharadwaj holds a Series 7, Series 63, and Series 65 license. Bharadwaj has been registered as a broker in 26 states.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
MN
10/04/1994 - Present
Northwestern Mutual Investment Services, LLC (MINNEAPOLIS MN)
WI
02/17/1995 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
05/06/1994 - 08/30/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/06/1994 - 08/30/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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