Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ajit? Claim Your ProfileAjit Zumbarlal Gandhi is a financial advisor who has been in the industry since 1983. Ajit is currently registered with LPL Enterprise, LLC, and holds a variety of licenses and certifications. Ajit is registered in a number of states including Illinois, Texas, Arizona, California, Maryland, Michigan, New Jersey, Virginia and Indiana. Ajit is also registered as an investment advisor in Illinois and Texas. Ajit's previous employer was MONY Securities Corporation where Ajit worked from 1983 to 2002. In addition to his work as a financial advisor, Ajit is also involved in the insurance industry and has worked for Prudential Insurance Company of America and Pruco Securities, LLC. Ajit offers a variety of financial services to individuals and businesses, including financial planning, portfolio management, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
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2
IL
11/14/2024 - Present
LPL Enterprise, LLC (DOWNERS GROVE IL)
NY
08/09/1983 - 05/07/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 07/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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