Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Akhil? Claim Your ProfileAkhil Rajiv Iyengar is an Investment Advisor Representative registered with Moors & Cabot, Inc. Akhil Rajiv Iyengar has been in the industry since January 25, 2023. Prior to joining Moors & Cabot, Inc. Akhil Rajiv Iyengar worked for Goldman Sachs & Co. LLC. Akhil Rajiv Iyengar is licensed in Florida, Indiana, New York, and Pennsylvania. Akhil Rajiv Iyengar has passed the Series 66, Series 7TO, and SIE exams. Akhil Rajiv Iyengar specializes in providing Financial Planning, Pension Consulting, Portfolio Management for Businesses and Portfolio Management for Individuals. Akhil Rajiv Iyengar's office is located at 999 VANDERBILT BEACH ROAD, SUITE 102, NAPLES, FL 34108.
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.
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.
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
FL
01/26/2024 - Present
Moors & Cabot, Inc. (Hollywood FL)
FL
11/28/2022 - 11/20/2023
GOLDMAN SACHS & CO. LLC (MIAMI FL)
BOTH
Issued 10/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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