Unclaimed
Mythri Padival is a financial advisor registered with Ameriprise Financial Services, LLC. Mythri is a Certified Financial Planner™ professional and is licensed in 18 states. Mythri specializes in providing financial planning services to individuals, businesses, and trusts. Mythri previously worked at Morgan Stanley and MML Investors Services.
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.
Asset allocation services
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
OH
03/13/2023 - Present
Ameriprise Financial Services, LLC (COLUMBUS OH)
OH
05/07/2019 - 07/09/2020
MML INVESTORS SERVICES, LLC (DUBLIN OH)
OH
04/02/2015 - 04/18/2019
MORGAN STANLEY (COLUMBUS OH)
BOTH
Issued 08/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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