Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jayavardhan? Claim Your ProfileJayavardhan Reddy Kota is a financial advisor with Kestra Advisory Services, LLC. Jayavardhan has been in the industry since 2010. Jayavardhan is registered with FINRA and has a Series 7, 86, 87, and 66 license. Jayavardhan is also registered with the state of New Jersey as an investment advisor representative. Jayavardhan specializes in providing financial planning and investment advice to individuals and businesses. Jayavardhan has experience working with clients of all types, including high-net-worth individuals, corporations, and retirement plans.
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.
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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NJ
04/21/2016 - Present
Kestra Advisory Services, LLC (FAIRFIELD NJ)
NY
08/11/2010 - 08/25/2011
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 01/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/18/2011
Series 86 - Research Analyst Exam - Part I Analysis Module
Active
Inactive
F
FINRA
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