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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kuruvila? Claim Your ProfileKuruvila Modale Mani is a financial advisor with Cetera Investment Advisers LLC, a firm with a focus on serving high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Kuruvila has been in the financial services industry since 2004. Kuruvila is registered with FINRA and the state of Texas. Kuruvila provides financial planning, pension consulting, educational seminars, and selection of other advisers. Kuruvila also provides portfolio management for businesses and individuals. Kuruvila earned the Certified Financial Planner and Chartered Financial Consultant designations.
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.
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2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (AUSTIN TX)
TX
04/04/2005 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (AUSTIN TX)
NY
06/11/2004 - 04/01/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 6/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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