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Poorna Ramesh Naidugari

National Financial Services LLC

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About Poorna Ramesh Naidugari

Poorna Ramesh Naidugari is an investment professional registered with FINRA and the state of Kentucky. Poorna Ramesh Naidugari is currently employed by National Financial Services LLC and has been in the industry since August 2023. Poorna Ramesh Naidugari holds the Series 99TO and SIE licenses.

Firm Information

Poorna Naidugari is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

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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Poorna Naidugari’s Registration & Firm History

KY

08/05/2023 - Present

National Financial Services LLC (COVINGTON KY)

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Licenses & Designations

BC

Issued 08/05/2023

Series 99TO - Operations Professional Examination

BC

Issued 04/29/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Poorna Ramesh Naidugari.
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