Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rama? Claim Your ProfileRama Devi Yarram is an investment professional with over eight years of experience in the financial services industry. Rama is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., where Rama provides financial advice and investment management services to a wide range of clients. Previously, Rama was employed at Citizens Securities, Inc. where Rama gained valuable experience in the securities industry. Rama holds a Series 6, 7, 63, and 65 licenses, demonstrating Rama's commitment to professional development and expertise in the financial services field.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
04/22/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWTON MA)
MA
04/22/2015 - 02/16/2022
CITIZENS SECURITIES, INC. (MEDFORD MA)
IA
Issued 02/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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