Unclaimed
Debasish Hajra is a financial advisor with over 27 years of experience in the financial industry. Debasish is a Certified Financial Planner and holds a variety of securities licenses, including Series 7, 8, 9, 10, 31, 63, and 66. Debasish is registered with Benjamin F. Edwards & Company, Inc., and provides a range of financial planning services to individual and institutional clients.
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.
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.
1
2
MO
01/03/2020 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
GA
01/01/2008 - 12/18/2019
WELLS FARGO CLEARING SERVICES, LLC (MARIETTA GA)
GA
03/02/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ATLANTA GA)
NY
04/16/1992 - 03/06/2001
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 09/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/11/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 04/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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