Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ravi? Claim Your ProfileRavi Damuluri is an Investment Advisor Representative associated with Avantax Advisory Services in Dallas, Texas. Ravi is licensed to provide financial advice and investment management in Texas. Ravi's experience in the industry dates back to September 16, 2012. The advisor's primary focus is on providing financial planning and portfolio management services for individuals, corporations, and businesses. They offer advisory services and educational seminars as part of their services. Ravi also manages assets for individuals and corporations, primarily using a percentage of assets under management. Ravi is committed to providing personalized financial solutions 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
05/13/2024 - Present
Avantax Advisory Services (DALLAS TX)
BOTH
Issued 05/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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