Unclaimed
Dushyanth Reddy is an investment advisor representative with Cetera Investment Advisers LLC. Dushyanth has over 16 years of experience in the financial services industry. Dushyanth offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Prior to joining Cetera Investment Advisers LLC, Dushyanth was with Independent Financial Group, LLC and LPL Financial LLC. Dushyanth is licensed in Arizona, California, Colorado, District of Columbia, Florida, Hawaii, Idaho, Massachusetts, Montana, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
08/05/2016 - 05/18/2022
INDEPENDENT FINANCIAL GROUP, LLC (San Diego CA)
CA
04/22/2010 - 08/18/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
BOTH
Issued 03/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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