Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sai? Claim Your ProfileSai Krishna Poduri is a registered investment advisor representative with Principal Securities, Inc. Sai Krishna Poduri has been in the financial industry since May 29, 2013. Sai Krishna Poduri has experience with Cetera Financial Specialists LLC, Cetera Investment Services LLC, Cetera Advisors LLC, Cetera Advisor Networks LLC, and First Allied Securities, Inc. Sai Krishna Poduri holds the following licenses and certifications: Series 66, Series 4, Series 51, Series 24, Series 62, SIE, and Series 7. Sai Krishna Poduri specializes in investments in stocks, bonds, mutual funds, variable annuities, and ETFs. Sai Krishna Poduri is currently registered in Iowa for both securities and investment advisory services. The information provided is from the public database of the Financial Industry Regulatory Authority (FINRA).
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NA
06/15/2023 - Present
Principal Securities, Inc. (PUNE MAHARASHTRA )
NA
09/21/2020 - 04/11/2023
CETERA FINANCIAL SPECIALISTS LLC (HYDERABAD, HAFEEZPET )
NA
09/21/2020 - 04/11/2023
CETERA INVESTMENT SERVICES LLC (HYDERABAD, HAFEEZPET )
NA
09/09/2020 - 04/11/2023
CETERA ADVISORS LLC (HYDERABAD, HAFEEZPET )
NA
04/22/2020 - 04/11/2023
CETERA ADVISOR NETWORKS LLC (GACHIBOWLI, HYDHYDERABAD, HAFEEZPET )
NA
04/03/2013 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (HYDERABAD, HAFEEZPET )
BOTH
Issued 05/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2024
Series 4 - Registered Options Principal Examination
BC
Issued 04/14/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/18/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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