Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chaitanya? Claim Your ProfileChaitanya Reddy is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Chaitanya has over 20 years of experience in the financial industry and holds a Series 6, Series 7, Series 24 and Series 66 license. Chaitanya has been a financial advisor with Merrill Lynch since 2010. Chaitanya is also a volunteer board member with Habitat for Humanity GLA, a non-profit organization in California.
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
CA
06/20/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
05/02/2001 - 05/04/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
12/04/1997 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 06/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1997
Series 6 - Investment Company Products/Variable Contracts 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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