Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reva? Claim Your ProfileReva Shakkottai is an active investment advisor representative with RBC Capital Markets, LLC, since 2009. Reva has been in the industry since 2001. Reva has professional experience in providing investment advice to various clients, including high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Reva also provides financial planning, pension consulting, selection of other advisors, and portfolio management services. Reva is registered in 41 states and the Virgin Islands.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
CA
02/04/2019 - Present
RBC Capital Markets, LLC (CENTURY CITY CA)
CA
01/03/2006 - 02/10/2009
NEUBERGER BERMAN, LLC (LOS ANGELES CA)
MA
05/03/2004 - 01/03/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/03/1997 - 03/28/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 05/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/04/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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