Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chaitanya? Claim Your ProfileChaitanya Gangula Reddy is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., based in San Francisco, CA. Chaitanya Gangula Reddy has been active in the industry since October 2, 2015. Chaitanya Gangula Reddy holds licenses for Series 7TO, Series 6, Series 24, Series 66 and the SIE Exam. Chaitanya Gangula Reddy previously worked at Wells Fargo Investments, LLC and Wells Fargo Securities Inc. in San Francisco, CA.
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 6/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/8/2023
Series 24 - General Securities Principal Examination
BC
Issued 3/3/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/2/1997
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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