Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Srinivas? Claim Your ProfileSrinivas Reddy Pajjuri is a financial advisor with Raymond James & Associates, Inc., located in St. Petersburg, FL. Srinivas has over 20 years of experience in the financial industry, and has held previous roles with SMBC Nikko Securities America, Inc., Macquarie Capital (USA) Inc., CLSA Americas, LLC, Credit Agricole Securities (USA) Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Srinivas specializes in a wide range of financial services including, but not limited to, portfolio management, 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.
Please see note in schedule d - miscellaneous
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
FL
01/05/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
08/22/2019 - 12/19/2022
SMBC NIKKO SECURITIES AMERICA, INC. (NEW YORK NY)
CA
01/26/2017 - 08/20/2019
MACQUARIE CAPITAL (USA) INC. (SAN FRANCISCO CA)
CA
02/15/2013 - 03/15/2016
CLSA AMERICAS, LLC (SAN FRANCISCO CA)
CA
04/14/2009 - 05/31/2013
CREDIT AGRICOLE SECURITIES (USA) INC. (SAN FRANCISCO CA)
NY
01/30/2002 - 03/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/13/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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