Balaji Rao Financial Advisor

I help guidernindividuals and families toward achieving their long-term financial goals byrncreating personalized financial plans based on realrnobjectives.
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rnAs a Waddell & Reed financial advisor, my goalsrnare simple: to know my clients well, to treat them with respect and to measurernmy success by their success. To meet those goals, I develop financial plansrntailored specifically to the individual needs of each of my clients. I valuernlong-lasting client relationships, and advise my clients through every stage ofrntheir financial journey.
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rnSince Waddell & Reed opened its doors in 1937,rnour approach has remained decidedly simple, genuine and straightforward: knowrnour clients well, treat them with respect and measure our success by theirrnsuccess. This approach has been key to the enduring relationships financialrnadvisors at Waddell & Reed enjoy with their clients.
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rnSecurities and Investment Advisory Services offeredrnthrough Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a FederallyrnRegistered Investment Advisor. Insurance products are offered through insurancerncompanies/agencies with which Waddell & Reed has sales arrangements.
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rnThis site is published for residents of the UnitedrnStates only. Advisors of Waddell & Reed, Inc. may only transact business inrnstates where they are registered. Therefore, a response to a request forrninformation may be delayed.
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rnFor additional information, please contact thernadvisor(s) listed on the site or the Waddell & Reed Compliance Departmentrnat 800-532-2762. Please visit www.waddell.com/personal_investors/Social_Media_Disclaimer.aspx for additionalrninformation on Waddell & Reed’s social media policies.