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Nikhil Kalyanraman

Castleoak Securities, LP

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About Nikhil Kalyanraman

Nikhil Kalyanraman is a registered representative with Castleoak Securities, LP. Nikhil is licensed in Oregon. Nikhil has passed the Series 7TO, Series 63, and SIE exams. Nikhil is located in Portland, Oregon.

Firm Information

Nikhil Kalyanraman is currently registered with Castleoak Securities, LP. Castleoak Securities, LP is a Partnership formed in July 2004. It is registered with the SEC and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Nikhil Kalyanraman’s Registration & Firm History

OR

11/20/2023 - Present

Castleoak Securities, LP (Portland OR)

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Licenses & Designations

BC

Issued 12/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/20/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/07/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nikhil Kalyanraman.
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