Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maithili? Claim Your ProfileMaithili V Kulkarni is a financial advisor at Raymond James & Associates, Inc., in MACON, GA. Maithili has been in the financial services industry since 2002 and has worked for several firms including Morgan Keegan & Company, Inc. and Citigroup Global Markets Inc.. Maithili is licensed to sell securities in the state of Georgia. Maithili is also a registered investment advisor. Maithili's specializations include portfolio management for businesses and individuals. Maithili offers a variety of financial planning services including financial planning, pension consulting, and educational seminars. Maithili is also a bookkeeper for MKI Properties LLC.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
06/26/2023 - Present
Raymond James & Associates, Inc. (MACON GA)
GA
02/11/2005 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MACON GA)
NY
04/18/2002 - 03/08/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 06/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/08/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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