Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josh? Claim Your ProfileJosh Rajan is a financial professional with over 4 years of experience in the industry. Josh is currently registered with Lincoln Financial Distributors, Inc. and holds the Series 7, Series 63 and SIE licenses. Josh has a strong background in financial services, having previously worked at First Palladium, LLC and Park Avenue Securities LLC. Josh is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
1
2
PA
01/19/2022 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
IN
04/29/2020 - 01/19/2022
FIRST PALLADIUM, LLC (FORT WAYNE IN)
NY
06/25/2019 - 11/20/2019
PARK AVENUE SECURITIES LLC (NEW YORK NY)
PA
09/25/2018 - 05/16/2019
CUNA BROKERAGE SERVICES, INC. (PHILADELPHIA PA)
BC
Issued 02/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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