Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rahul? Claim Your ProfileRahul Karugapadam is a financial advisor with Ameriprise Financial Services, LLC in Los Angeles, California. Rahul has been in the financial industry since 2018. Rahul is also registered with the state of Texas. Rahul holds the Series 7, 63, and 66 licenses and the SIE certification. Rahul has experience working with clients of all types, including high-net-worth individuals, corporations, trusts, estates, charitable organizations, insurance companies, and pension plans. Rahul provides a variety of services, including financial planning, portfolio management, asset allocation, and educational seminars. Rahul is committed to providing his clients with personalized advice and guidance to help them reach their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/03/2023 - Present
Ameriprise Financial Services, LLC (Los Angeles CA)
CA
03/09/2022 - 11/03/2023
COMERICA SECURITIES (LOS ANGELES CA)
CA
11/12/2021 - 03/02/2022
WELLS FARGO CLEARING SERVICES, LLC (SOUTH PASADENA CA)
CA
11/27/2018 - 10/06/2021
J.P. MORGAN SECURITIES LLC (PACIFIC PALISADES CA)
BOTH
Issued 01/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/27/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/09/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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