Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ravi? Claim Your ProfileRavi Tarekere is an investment advisor representative associated with Equitable Advisors, LLC. Ravi has been in the securities industry since 2002. Ravi has passed the Series 6, Series 7, Series 24, Series 26, Series 63, Series 65, and Series 87 exams and is registered to provide advisory services in California. Ravi previously worked for PFS INVESTMENTS INC. and Keefe, Bruyette & Woods, Inc. Ravi provides financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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CA
04/01/2016 - Present
Equitable Advisors, LLC (WALNUT CREEK CA)
CA
09/29/2014 - 03/15/2016
PFS INVESTMENTS INC. (FREMONT CA)
CA
05/10/2004 - 02/15/2006
KEEFE, BRUYETTE & WOODS, INC. (SAN FRANCISCO CA)
MA
09/18/2003 - 05/03/2004
MELLON FUNDS DISTRIBUTOR, L.P. (BOSTON MA)
TX
02/20/2002 - 08/14/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
11/14/2001 - 02/21/2002
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 10/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/04/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
Active
Inactive
F
FINRA
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