Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Prashant? Claim Your ProfilePrashant Varma is a financial advisor at Key Investment Services LLC, a firm with over $1 billion to $10 billion in assets under management. Prashant has over 10 years of experience in the financial industry. Prashant is registered with the state of Oregon and holds the Series 6, Series 63 and SIE licenses. Prashant specializes in providing portfolio management services to both individuals and investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
OR
06/20/2012 - Present
KEY Investment Services LLC (Lake Oswego OR)
BC
Issued 01/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Prashant Varma is the right advisor for you? Invested Better is here to help.
