Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nagi reddy? Claim Your ProfileNagi Reddy Nallavelli is a financial advisor with over 19 years of experience in the financial services industry. Nagi Reddy Nallavelli is currently registered with J.P. Morgan Securities LLC and has held previous positions at Cetera Advisor Networks LLC, Voya Financial Advisors, Inc., Global Arena Capital Corp, Clark Dodge & Co., Inc., and Gunnallen Financial, Inc. Nagi Reddy Nallavelli's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
MI
06/22/2023 - Present
J.p. Morgan Securities LLC (ROCHESTER HILLS MI)
MI
06/09/2021 - 06/13/2023
CETERA ADVISOR NETWORKS LLC (SHELBY TOWNSHIP MI)
MI
06/03/2013 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SHELBY TOWNSHIP MI)
NY
05/07/2008 - 06/06/2013
GLOBAL ARENA CAPITAL CORP (NEW YORK NY)
NY
07/16/2007 - 05/30/2008
CLARK DODGE & CO., INC. (NEW YORK NY)
NY
08/29/2006 - 07/23/2007
BISHOP, ROSEN & CO., INC. (NEW YORK NY)
NY
03/26/2004 - 09/01/2006
GUNNALLEN FINANCIAL, INC (WESTBURY NY)
IA
Issued 05/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
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Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
N
Nasdaq Stock Market
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New York Stock Exchange
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