Unclaimed
Jayanthi Ramakrishnan is a financial professional with over 25 years of experience in the financial services industry. Jayanthi's experience includes working at prominent firms such as Goldman, Sachs & Co., Bear, Stearns & Co. Inc., CS First Boston Corporation, Barclays Capital Inc. and currently at Sanford C. Bernstein & Co., LLC. Jayanthi has a strong track record of success in providing investment advice and portfolio management services to a wide range of clients, including high-net-worth individuals, institutional investors, and charitable organizations. Jayanthi holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) Examination.
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.
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
NY
09/02/2014 - Present
Sanford C. Bernstein & CO., LLC (NEW YORK NY)
NY
01/22/2007 - 10/05/2012
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
12/23/1999 - 02/14/2006
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
07/27/1993 - 12/22/1998
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
12/03/1992 - 07/01/1993
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 06/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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