Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Praveen? Claim Your ProfilePraveen K Sunkari is a financial professional with over 8 years of experience in the financial services industry. Praveen is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Charlotte, NC. Praveen holds Series 6, 63, and 6TO licenses and is a registered representative of TIAA-CREF Individual & Institutional Services, LLC.
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.
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.
Compensation from affiliates
1
2
NC
01/27/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
09/04/2015 - 03/30/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
BC
Issued 08/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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