Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Satish? Claim Your ProfileSatish Ramachandra Banwasi is a financial advisor with Osaic Wealth, Inc. located in Scottsdale, Arizona. Satish Ramachandra Banwasi has been in the financial industry since August 12, 2005, and is currently registered with the state of Arizona. Satish Ramachandra Banwasi has a strong background in financial planning, portfolio management, and pension consulting. Satish Ramachandra Banwasi is dedicated to providing clients with the best possible financial advice and service.
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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AZ
10/24/2014 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
06/11/2020 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NY
06/11/2020 - 06/24/2024
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
NE
06/11/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
10/24/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
10/24/2014 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
09/11/2014 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
TN
06/11/2020 - 11/23/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
WA
06/11/2020 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
FL
06/11/2020 - 09/16/2020
INVESTACORP, INC. (MIAMI FL)
MN
08/04/2009 - 09/12/2014
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
NE
05/11/2005 - 05/01/2009
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 03/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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