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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krishna? Claim Your ProfileKrishna Chaitanya Grandi is a financial advisor with Kingswood Wealth Advisors, LLC. Krishna has been working in the financial industry since 2008 and has experience working with individuals, high-net-worth individuals, corporations, and businesses. Krishna offers a range of financial services, including financial planning, pension consulting, and portfolio management. Krishna is registered in 20 states and is currently licensed in Texas.
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.
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CA
01/24/2022 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
FL
01/20/2022 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (Miami FL)
FL
08/14/2015 - 01/21/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Miami FL)
FL
03/04/2013 - 08/14/2015
JHS CAPITAL ADVISORS, LLC (MIAMI FL)
FL
02/25/2009 - 02/27/2013
NSM SECURITIES, INC. (WEST PALM BEACH FL)
FL
04/29/2008 - 01/08/2009
NSM SECURITIES, INC. (WEST PALM BEACH FL)
BOTH
Issued 03/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2012
Series 4 - Registered Options Principal Examination
BC
Issued 06/13/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2008
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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