Unclaimed
Kalyan G. Raman is a financial advisor in BEAR, DE. Kalyan has been a registered representative for over 40 years and holds licenses with FINRA and the state of Delaware. Kalyan works with Centaurus Financial, Inc., a firm that provides financial advice to individuals and corporations. Kalyan is also licensed as an investment advisor representative. Kalyan offers financial planning, portfolio management, and pension consulting services. Kalyan has a long history of providing financial advice and is committed to helping clients achieve 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.
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.
1
2
DE
08/31/2018 - Present
Centaurus Financial, Inc. (BEAR DE)
DE
10/01/1995 - 08/23/2018
VOYA FINANCIAL ADVISORS, INC. (BEAR DE)
WA
07/15/1991 - 10/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
NA
04/16/1990 - 07/19/1991
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
01/20/1986 - 03/19/1990
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
02/29/1984 - 12/24/1985
PARLIAMENT SECURITIES CORP.
NA
10/22/1982 - 10/25/1985
NEW YORK LIFE SECURITIES CORP.
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 11/20/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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