Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarala? Claim Your ProfileSarala Katta is a financial advisor at Voya Financial Advisors, Inc. with over 30 years of experience in the financial services industry. Sarala holds a Series 6, 7, 24, 26, 52, 53, 63 and 65 licenses, along with the SIE designation. Sarala is a Certified Financial Planner™ and a Chartered Financial Consultant. Sarala specializes in providing financial planning, portfolio management and educational seminars to individual and corporate clients. Sarala previously worked at MetLife Securities Inc. and MMC Securities Corp.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
12/17/2015 - Present
Voya Financial Advisors, Inc. (FAIRFAX VA)
MD
03/04/2010 - 12/02/2015
METLIFE SECURITIES INC. (ELKRIDGE MD)
MD
09/18/2009 - 03/02/2010
MMC SECURITIES CORP. (BALTIMORE MD)
MD
11/28/2005 - 08/24/2009
METLIFE SECURITIES INC. (COLUMBIA MD)
MD
11/28/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (COLUMBIA MD)
NJ
05/16/1990 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 04/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 05/20/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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