Unclaimed
Ajay Ganju is a financial professional with over 18 years of experience in the industry. Ajay is currently registered with Bok Financial Securities, Inc. in Milwaukee, WI and holds a Series 7, Series 52TO, Series 63 and SIE license. Ajay is also registered in 13 states, including Arizona, California, Florida, Illinois, Indiana, Iowa, Michigan, Nevada, New Mexico, New York, Texas, Utah and Wisconsin. Ajay's previous experience includes positions at Nexity Financial Services, Inc. and M&I Brokerage Services, Inc.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
1
2
WI
07/22/2010 - Present
BOK Financial Securities, Inc. (Milwaukee WI)
WI
04/21/2008 - 07/14/2010
NEXITY FINANCIAL SERVICES, INC. (MENOMEE FALLS WI)
WI
09/24/2003 - 03/20/2007
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
BC
Issued 02/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ajay Ganju is the right advisor for you? Invested Better is here to help.