Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Narayan? Claim Your ProfileNarayan Athanikar is a financial advisor with Ameriprise Financial Services, LLC. He has been in the industry since 2001. Narayan's expertise includes financial planning, asset allocation services, and portfolio management for businesses and individuals. He holds the Series 7, Series 31, and Series 66 licenses. He is registered in Arizona, California, Florida, Illinois, Indiana, Maryland, Missouri, New Jersey, North Carolina, Ohio, Oregon, Texas, Virginia, and Wisconsin. Prior to joining Ameriprise, Narayan worked at Morgan Stanley, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc.
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
IL
06/21/2013 - Present
Ameriprise Financial Services, LLC (Schaumburg IL)
IL
06/01/2009 - 07/11/2013
MORGAN STANLEY (GENEVA IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GENEVA IL)
IL
08/28/2001 - 04/02/2007
MORGAN STANLEY DW INC. (GENEVA IL)
MN
06/25/2001 - 08/29/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/25/2001 - 08/29/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 06/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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