linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Deivanayak T Balakrishnan

Certified Advisory Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Deivanayak? Claim Your Profile

About Deivanayak T Balakrishnan

Deivanayak Balakrishnan is a financial advisor who has been in the industry for 10 years. Deivanayak is registered with the Securities and Exchange Commission and is a Certified Financial Planner. Deivanayak currently works for Certified Advisory Corp., a registered investment advisor. Deivanayak specializes in retirement planning, financial planning, and investment management. Certified Advisory Corp. is a firm that provides financial advisory services to individuals, businesses, and institutions.

Firm Information

Deivanayak Balakrishnan is currently registered with Certified Advisory Corp.. Certified Advisory Corp. is an investment advisor headquartered in Altamonte Springs, FL with approximately $2.3 billion in regulatory assets under management. The firm offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. They serve a variety of client types, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and individuals other than high-net-worth.
Certified Advisory Corp.

1111 DOUGLAS AVENUE

ALTAMONTE SPRINGS, FL 32714-2033

$2.27B

Assets Under Management

57

Total Clients

21

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitation fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Deivanayak Balakrishnan’s Registration & Firm History

FL

04/04/2022 - Present

Certified Advisory Corp. (Altamonte Springs FL)

Not sure if Deivanayak T Balakrishnan is right for you?

Licenses & Designations

BOTH

Issued 08/06/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/27/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deivanayak T Balakrishnan.
Not sure if Deivanayak T Balakrishnan is right for you?