Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Minoti? Claim Your ProfileMinoti Hemant Rajput is a financial advisor with over 40 years of experience. Minoti is currently registered with Osaic Wealth, Inc. and has been with the firm since June 2024. Prior to joining Osaic Wealth, Inc., Minoti was with Securities America, Inc. for 15 years and previously worked with Capital Analysts, Incorporated. Minoti specializes in providing financial planning, portfolio management, and investment advice to a variety of clients including individuals, businesses, and charitable organizations. Minoti is a Certified Financial Planner (CFP®).
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.
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2
MI
06/14/2024 - Present
Osaic Wealth, Inc. (SOUTHFIELD MI)
MI
09/09/2009 - 06/14/2024
SECURITIES AMERICA, INC. (SOUTHFIELD MI)
MI
03/05/2002 - 09/09/2009
CAPITAL ANALYSTS, INCORPORATED (SOUTHFIELD MI)
PA
07/29/1997 - 03/04/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
10/08/1991 - 08/01/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
07/21/1983 - 09/26/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 09/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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