Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sathesh? Claim Your ProfileSathesh Janaki is a financial professional with over 13 years of experience in the financial services industry. Sathesh is currently registered with Cetera Investment Advisers LLC. Previously, Sathesh has held positions at MML INVESTORS SERVICES, LLC, ADVISORS ASSET MANAGEMENT, INC., ALLSTATE FINANCIAL SERVICES, LLC, USAA FINANCIAL ADVISORS, INC., and UBS FINANCIAL SERVICES INC. Sathesh holds the Series 66, Series 7 and SIE licenses. Sathesh specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, and charitable organizations.
CORPUS CHRISTI, TX
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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TX
03/21/2024 - Present
Cetera Investment Advisers LLC (CORPUS CHRISTI TX)
TX
05/13/2019 - 06/28/2021
MML INVESTORS SERVICES, LLC (HOUSTON TX)
TX
05/15/2018 - 06/07/2018
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
TX
03/24/2014 - 09/07/2017
ALLSTATE FINANCIAL SERVICES, LLC (SAN ANTONIO TX)
TX
12/17/2009 - 02/26/2014
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
01/08/2008 - 05/13/2009
UBS FINANCIAL SERVICES INC. (CORPUS CHRISTI TX)
BOTH
Issued 1/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/7/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/7/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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