Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gunjan? Claim Your ProfileGunjan Modha is a financial advisor with RBC Capital Markets, LLC, located in Jersey City, NJ. Gunjan has been in the financial industry since 2002, and has experience with both J.P. Morgan Securities Inc. and Credit Suisse Securities (USA) LLC. Gunjan holds the Series 7, Series 99 and SIE licenses. Gunjan focuses on providing advisory services for high-net-worth individuals, insurance companies, charitable organizations, corporations and other businesses, pension and profit-sharing plans, and pooled investment vehicles.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
NJ
09/05/2012 - Present
RBC Capital Markets, LLC (Jersey City NJ)
NY
06/29/2006 - 09/26/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/06/2004 - 04/13/2006
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
10/22/2002 - 05/22/2003
INTERNATIONAL CORRESPONDENT TRADING, INC. (HACKENSACK NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
Series 99 - Operations Professional Examination
BC
Issued 10/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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