Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anojja? Claim Your ProfileAnojja Shah is a financial professional with over 15 years of experience in the industry. Anojja currently works as a Registered Representative at Raymond James & Associates, Inc. in Saint Petersburg, Florida. Previously, Anojja worked at BMO Capital Markets Corp., Sanford C. Bernstein & Co., LLC, Citigroup Global Markets Inc., Deutsche Bank Securities Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Anojja holds a Series 7, Series 86, Series 87 and SIE licenses, as well as a Series 63.
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.
Please see note in schedule d - miscellaneous
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
04/15/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
IL
04/29/2015 - 08/11/2022
BMO CAPITAL MARKETS CORP. (CHICAGO IL)
NY
07/09/2013 - 04/24/2015
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
04/01/2005 - 08/26/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/24/2003 - 03/23/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
09/08/1998 - 07/20/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2013
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/20/2013
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Anojja Shah is the right advisor for you? Invested Better is here to help.
