Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raya? Claim Your ProfileRaya Prabhakar Kulkarni is a financial professional with over 20 years of experience in the financial services industry. Raya has held positions at a number of firms, including Sunbelt Securities, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Raya is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and has a Series 7, Series 66, and Series 79TO license. Raya specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Raya is also the President of Point Frontier, LLC, a business consulting firm.
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.
Helps you choose top advisors aligned with your 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.
Compensation from affiliates
1
2
TX
08/31/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (HOUSTON TX)
TX
03/05/2010 - 09/01/2021
SUNBELT SECURITIES, INC. (HOUSTON TX)
TX
06/27/2002 - 03/16/2010
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
MN
06/27/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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