Unclaimed
Ravi Lakshmana Sankar is a registered representative with LPL Enterprise, LLC. Ravi has been working in the financial services industry since 2012 and holds the Series 66 license. Ravi provides financial planning services, and portfolio management for individuals and businesses. Ravi also offers consulting and other non-discretionary advisory services. Ravi's past work experience includes positions with Pruco Securities LLC, Sutherland Global, Wipro, EY, and Self Employed. Ravi also owns rental property in Thoraipakkan, Chennai, Tamilnadu, India.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
CT
12/09/2024 - Present
LPL Enterprise, LLC (SHELTON CT)
Active
Inactive
Not sure Ravi Sankar is the right advisor for you? Invested Better is here to help.