Unclaimed
Ravi Sundaran is a financial advisor with PFS Investments Inc. based in FARMINGDALE, NY. Ravi has been in the industry since 2013 and holds a Series 6 and Series 63 license. Ravi specializes in Investment Company Products/Variable Contracts. PFS Investments Inc. provides financial advice to individuals, high-net-worth individuals, charitable organizations, corporations and other businesses. Ravi's clients have access to a wide range of financial services including portfolio management for individuals, and a variety of other services. Ravi's expertise is in portfolio management for individuals and investment companies. Ravi's registration with FINRA is active, and Ravi is licensed in New York.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
10/07/2013 - Present
PFS Investments Inc. (FARMINGDALE NY)
BC
Issued 12/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ravi Sundaran is the right advisor for you? Invested Better is here to help.