Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sujatha? Claim Your ProfileSujatha Theddu is an Investment Advisor Representative associated with Austin Private Wealth, LLC, in Austin, Texas. Sujatha has been in the industry since 2008 and has experience with various financial institutions including Reliance Capital Asset Management Limited, Morgan Stanley and Austin Private Wealth. Sujatha specializes in providing financial planning, pension consulting, and portfolio management for individuals. Sujatha holds the Series 65 license and is registered with the state of Texas.
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.
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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TX
11/23/2020 - Present
Austin Private Wealth, LLC (AUSTIN TX)
IA
Issued 11/23/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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