Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Satyaprasad? Claim Your ProfileSatyaprasad Chakravarthy is a financial advisor with over 8 years of experience in the industry. Satyaprasad currently works at Cambridge Investment Research Advisors, Inc. in Dallas, TX. Satyaprasad previously worked at Cambridge Investment Research, Inc., Voya Financial Advisors, Inc., and LPL Financial LLC. Satyaprasad is licensed in Texas as a registered investment advisor and broker-dealer. Satyaprasad has specialized experience in portfolio management for businesses and individuals, financial planning, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
07/15/2021 - Present
Cambridge Investment Research Advisors, Inc. (Dallas TX)
TX
09/05/2018 - 12/31/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Dallas TX)
TX
10/27/2015 - 09/06/2018
VOYA FINANCIAL ADVISORS, INC. (IRVING TX)
TX
08/20/2014 - 11/10/2015
LPL FINANCIAL LLC (HURST TX)
BOTH
Issued 08/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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