Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kartik? Claim Your ProfileKartik Sai Jambulapati is a registered Investment Advisor Representative (IAR) with Prime Capital Financial. Kartik has been active in the industry since June 2014 and has a Series 65 license. Kartik specializes in providing financial planning, portfolio management, and retirement planning services to individuals, corporations, and charitable organizations. Kartik has experience working with Prime Capital Investment Advisors, LLC and Ascenda Wealth Advisors, Inc. Prior to joining Prime Capital Financial, Kartik worked as an advisor at Ascenda Wealth Advisors, Inc. in Houston, TX.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
TX
02/06/2018 - Present
Prime Capital Financial (Houston TX)
IA
Issued 02/03/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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