Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaushik? Claim Your ProfileKaushik Banerjee is a registered representative with Bofa Securities, Inc. in Palo Alto, CA. Kaushik has been in the financial industry since 2018 and has prior experience at Citigroup Global Markets Inc. Kaushik holds several licenses including the Series 63, Series 79, and Series 24. Kaushik has a broad range of experience in investment banking and capital markets. Kaushik's clients include high-net-worth individuals, corporations, and investment companies.
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
CA
05/05/2022 - Present
Bofa Securities, Inc. (PALO ALTO CA)
CA
06/14/2018 - 01/06/2022
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
BC
Issued 03/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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