Kalyan
Raman
Centaurus Financial, Inc
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About this Advisor
Kalyan Raman is a financial advisor based in Bear, Delaware, working with Centaurus Financial, Inc. Kalyan has previously held positions at Kalyan G. Raman, Ing Financial Partners, Voya Financial Advisors, and Centaurus Financial, Inc. Kalyan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Kansas, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Currently, Kalyan is part of Centaurus Financial, Inc, which operates out of Bear, Delaware. The firm has 286 offices and 598 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, and educational seminars. The fee structure at Centaurus Financial, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Centaurus Financial, Inc Brokerage Details
$5,212,001,329
598
30,814
$169,144
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
Kalyan Raman Work History
Centaurus Financial, Inc
Kalyan G. Raman
Voya Financial Advisors
Ing Financial Partners
Disclosures
Please visit the SEC profile of Kalyan Raman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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