Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ravi? Claim Your ProfileRavi Chavali Narayan is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Ravi has been active in the financial services industry since 2010. Ravi has a broad range of experience, including working with Summit Brokerage Services, Inc. and Fulcrum Securities, LLC. Ravi is registered with FINRA and holds the Series 7, Series 66, and SIE licenses. Ravi is also a Personal Financial Specialist. Ravi offers financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Ravi is committed to providing personalized financial advice to help 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
VA
01/18/2019 - Present
Cambridge Investment Research Advisors, Inc. (McLean VA)
VA
09/12/2014 - 01/25/2019
SUMMIT BROKERAGE SERVICES, INC. (MCLEAN VA)
VA
08/17/2010 - 09/18/2014
FULCRUM SECURITIES, LLC (MCLEAN VA)
BOTH
Issued 09/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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