Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramkrishna? Claim Your ProfileRamkrishna Shukla is a financial advisor with over 25 years of experience in the industry. Ramkrishna is currently registered with Charles Schwab & CO., Inc. and has a strong track record of success in providing comprehensive financial advice. Ramkrishna has held previous roles with TD Ameritrade, Inc. and Wachovia Securities, LLC. Ramkrishna holds licenses in Series 63, 65, 7, 9, 10 and SIE exams. Ramkrishna is a licensed advisor in 53 states and is dedicated to helping clients achieve 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.
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
CO
01/26/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
TX
04/13/2009 - 05/11/2024
TD AMERITRADE, INC. (WestLake TX)
TX
02/28/2007 - 04/08/2009
WACHOVIA SECURITIES, LLC (COLLEYVILLE TX)
FL
09/15/1997 - 12/04/2006
TD AMERITRADE, INC. (ORLANDO FL)
NJ
03/24/1997 - 08/27/1997
CANTONE RESEARCH INC. (EATONTOWN NJ)
IA
Issued 04/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/29/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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