Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raghavendra? Claim Your ProfileRaghavendra Setty is a financial professional with experience in the securities industry. Raghavendra is a registered representative with Charles Schwab & Co., Inc., a leading financial services firm. Raghavendra has been active in the industry since March 23, 2018. Raghavendra has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99).
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
03/23/2018 - Present
Charles Schwab & CO., Inc. (Austin TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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