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Rashmi Venkatesh

Fidelity Brokerage Services LLC

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About Rashmi Venkatesh

Rashmi Venkatesh is a Financial Advisor with Fidelity Brokerage Services LLC and National Financial Services LLC. Rashmi holds the Series 7, 66 and 24 securities licenses. Rashmi's professional career in the financial industry began in December 2021.

Firm Information

Rashmi Venkatesh is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Rashmi Venkatesh’s Registration & Firm History

MA

03/16/2022 - Present

Fidelity Brokerage Services LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 01/22/2022

Series 24 - General Securities Principal Examination

BC

Issued 12/15/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Rashmi Venkatesh.
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