Unclaimed
Ajay Bijoor is an experienced financial professional with over 14 years of experience in the industry. Ajay is currently registered with Robert W. Baird & Co. Inc. as a broker-dealer. Ajay has a wide range of experience in the financial industry, having worked at a number of firms, including DC ADVISORY, Guggenheim Securities, LLC, and Peter J. Solomon Securities Company, LLC. Ajay is well-versed in a variety of financial products and services, including municipal securities, investment banking, and general securities. Ajay holds a number of licenses and designations, including Series 7, Series 24, Series 52TO, and Series 79TO.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
NY
09/08/2022 - Present
Robert W. Baird & Co. Inc. (New York NY)
NY
07/07/2020 - 08/30/2022
DC ADVISORY (NEW YORK NY)
NY
04/12/2016 - 05/26/2020
GUGGENHEIM SECURITIES, LLC (NEW YORK NY)
NY
07/02/2012 - 05/23/2016
PETER J. SOLOMON SECURITIES COMPANY, LLC (NEW YORK NY)
NY
04/02/2008 - 03/20/2012
MILLER BUCKFIRE & CO., LLC (NEW YORK NY)
BC
Issued 03/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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