Kavita
Rajaratnam
Transamerica Financial Advisors, Inc
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About this Advisor
Kavita Rajaratnam is a financial advisor based in San Diego, California, working with Transamerica Financial Advisors, Inc. Kavita has previously held positions at Keller Williams Realty, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Realty One Group San Diego, Big Block Realty, Net Law Group Inc, Lspn Pro LLC, and Real Broker. Kavita has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Kavita is part of Transamerica Financial Advisors, Inc, which operates out of San Diego, California. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kavita Rajaratnam Work History
Lspn Pro LLC
Real Broker
Net Law Group Inc
Big Block Realty
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Realty One Group San Diego
Keller Williams Realty
Disclosures
Please visit the SEC profile of Kavita Rajaratnam to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
Englewood, CO
Gaithersburg, MD
Houston, TX
Dallas, TX
Port Jefferson Station, NY
Tampa, FL
Falls Church, VA
Ontario, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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