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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sujatha? Claim Your ProfileSujatha Reddy Avutu is a financial advisor who has been active in the industry for over 28 years. Sujatha holds a Series 65 license and is registered with Verity Asset Management in North Carolina and Texas. Sujatha specializes in portfolio management for individuals, businesses, and investment companies. Sujatha is also a Chartered Financial Analyst. Sujatha is a board member and treasurer of New Leaf Behavioral Health, a non-profit organization in Raleigh, North Carolina. Verity Asset Management is an investment advisor that provides portfolio management, financial planning, and other advisory services to individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Administrative services for advisors
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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NC
02/14/2022 - Present
Verity Asset Management (RALEIGH NC)
IA
Issued 01/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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