Namrata joined Waddell & Reed to help our team assist clients in preparing their Financial Plans and helping them pursue their financial goals.
Prior to joining Waddell & Reed Namrata worked in India as Compliance officer in various companies and was a member of Institute of Company Secretaries of India and is currently pursuing her CPA license.
Namrata also helps the team with client communication and account related issues. Check Your Portfolio Score or Schedule An Appointment with Balaji Rao
Namrata acts as a non-registered associated person of LPL Financial, LLC. She is authorized to assist LPL Financial Advisors with LPL Financial, LLC with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the LPL Financial Advisor she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of LPL Financial, LLC. or otherwise bind the firm. (04/21)