Unclaimed
Jagannath Dholakia is a registered representative with Bofa Securities, Inc., working out of their New York City office. Jagannath specializes in Investment Banking, and holds the Series 79TO and SIE licenses. Jagannath's registration with the state of New York began on 5/30/2023.
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.
Research-related 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.
Negotiated fees for research-related services
1
2
NY
05/08/2023 - Present
Bofa Securities, Inc. (NEW YORK NY)
BC
Issued 01/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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