Nikhil Ravi (CRD# 7703817) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has 1 year of experience in the finance industry.
CRD# 6153090
Citigroup Global Markets Inc.
CRD# 4167964
Rbc Capital Markets, LLC
CRD# 5523884
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | San Jose, CA | Feb 2023 - Current | 1 |
| Unemployed | San Jose, CA | Aug 2022 - Feb 2023 | < 1 |
| Bank Of The West | San Jose, CA | Jan 2021 - Aug 2022 | 1 |
| Oregon State University | Corvallis, OR | Sep 2017 - Jun 2021 | 3 |
| Milestone Technologies | San Jose, CA | Aug 2020 - Apr 2021 | < 1 |
| Food @ Osu | Corvallis, OR | Sep 2018 - Apr 2020 | 1 |
| Sjsu Spartan Bookstore | San Jose, CA | Jul 2018 - Sep 2018 | < 1 |
| Archbishop Mitty High School | San Jose, CA | Aug 2013 - Jun 2017 | 3 |
| Pacsun | San Jose, CA | May 2016 - Aug 2016 | < 1 |
| Kumon | San Jose, CA | Aug 2015 - May 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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