Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kalyan? Claim Your ProfileKalyan Kavili is a financial advisor with Kingswood Wealth Advisors, LLC. Kalyan Kavili has been in the industry since April 10, 2008, and is currently registered with Kingswood Wealth Advisors, LLC, in several states. Kalyan Kavili specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. In addition to working with Kingswood Wealth Advisors, LLC, Kalyan Kavili has previously worked at Benchmark Investments, LLC, Ameriprise Financial Services, LLC, JHS Capital Advisors, LLC, and NSM Securities, Inc.
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.
Hourly consulting
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
CA
01/04/2022 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
FL
05/14/2021 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (Miami FL)
FL
08/14/2015 - 05/17/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Miami FL)
FL
03/04/2013 - 08/14/2015
JHS CAPITAL ADVISORS, LLC (MIAMI FL)
FL
04/07/2008 - 02/27/2013
NSM SECURITIES, INC. (WEST PALM BEACH FL)
BOTH
Issued 07/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2008
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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