Ramesh
Raj

Mwa Financial Services Inc

CRD#1588846
Investment Advisor
in Houston, TX

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About this Advisor

Ramesh Raj is a financial advisor based in Houston, Texas, working with Mwa Financial Services Inc. Ramesh has previously held positions at Prudential Insurance Company Of America, Pruco Securities, LLC, Modern Woodmen Of America, and Mwa Financial Services Inc. Ramesh has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Ramesh is part of Mwa Financial Services Inc, which operates out of Houston, Texas. The firm has 81 offices and 685 employees. The firm manages assets totaling $216.1 million and serves a variety of clients, including charitable organizations and 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, and selection of other advisers. The fee structure at Mwa Financial Services Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Houston, TX

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Mwa Financial Services Inc Brokerage Details

Total Assets Under Management

$216,092,715

TX Average: $6,674,516,078
Total Number of Employees

685

TX Average: 44
Total Number of Accounts

1,432

TX Average: 2,564
Average Account Size

$150,903

TX Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Ramesh Raj Work History

2022 - Present (2 years)

Modern Woodmen Of America

2022 - Present (2 years)

Mwa Financial Services Inc

2007 - 2021 (14 years)

Prudential Insurance Company Of America

2007 - 2021 (14 years)

Pruco Securities ,LLC

Disclosures

Please visit the SEC profile of Ramesh Raj 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 Mwa Financial Services, Inc

Bryan Clifton
Cincinnati, OH
Joshua Leung
Laguna Hills, CA
Brent Bice
Summerville, SC
Ryan Bowling
Maumee, OH
Lauren Stalnaker
Mansfield, OH
Saul Lopez
Laguna Hills, CA
Lucas Hill
Greenwood, IN
Beau Jackson
Greenwood, IN

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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