Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lakshmi? Claim Your ProfileLakshmi Nagarajan is a financial advisor with over 20 years of experience in the industry. Lakshmi is currently registered with Stratos Wealth Partners, Ltd. and has a broad range of experience in providing financial planning, investment advisory services and pension consulting. Lakshmi is also a Certified Financial Planner. Lakshmi previously worked at Cetera Financial Specialists LLC and Capital Brokerage Corporation.
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.
Percentage of assets under management with third party managers
1
2
NY
06/30/2022 - Present
Stratos Wealth Partners, Ltd. (Clifton Park NY)
NY
01/15/2002 - 02/15/2018
CETERA FINANCIAL SPECIALISTS LLC (CLIFTON PARK NY)
CT
02/06/2004 - 09/15/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
VA
01/15/2002 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CT
08/01/2001 - 12/31/2002
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
IA
Issued 11/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/02/2004
Series 4 - Registered Options Principal Examination
BC
Issued 11/06/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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