Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sridhar? Claim Your ProfileSridhar Akkapeddi is a financial professional with over seven years of experience in the financial services industry. Sridhar has worked with Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC in various capacities, including as a Financial Advisor and Registered Representative. Sridhar has also worked with Hilltop Securities, Inc. Sridhar specializes in providing financial planning and investment management services to individuals, corporations and other business entities, as well as charitable organizations. Sridhar Akkapeddi is currently registered with Wells Fargo Clearing Services, LLC.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CA
05/27/2020 - Present
Wells Fargo Clearing Services, LLC (SAN FRANCISCO CA)
CA
05/30/2017 - 03/20/2020
HILLTOP SECURITIES INC. (SAN FRANCISCO CA)
CA
10/10/2016 - 06/01/2017
WELLS FARGO CLEARING SERVICES, LLC (SANTA CLARA CA)
IA
Issued 05/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/30/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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