Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Indu? Claim Your ProfileIndu Velayudhan Braum is a financial advisor with Morgan Stanley, based in Pepper Pike, OH. Indu has been in the financial services industry since 2001, working for a number of firms including EWallStreet.com Securities, Inc., Morgan Stanley DW Inc., Morgan Stanley & Co. Incorporated and Morgan Stanley Smith Barney. Indu is currently registered with FINRA as a registered representative and investment advisor representative. Indu has a strong background in investment management, financial planning and portfolio management. Indu is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
04/02/2020 - Present
Morgan Stanley (Pepper Pike OH)
OH
06/01/2009 - 06/19/2009
MORGAN STANLEY SMITH BARNEY (BEACHWOOD OH)
OH
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEACHWOOD OH)
OH
11/05/2001 - 04/02/2007
MORGAN STANLEY DW INC. (BEACHWOOD OH)
OH
10/09/2001 - 10/15/2001
EWALLSTREET.COM SECURITIES, INC. (EUCLID OH)
IA
Issued 12/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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