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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Praveen? Claim Your ProfilePraveen Samson Rajasekhar is an investment advisor representative, currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Praveen has over 17 years of experience in the financial services industry and is licensed to provide investment advice in California and Rhode Island. Praveen has held previous roles with CITICORP INVESTMENT SERVICES and BANC OF AMERICA INVESTMENT SERVICES, INC.. Praveen holds the Series 6, 7, 26, 63, and 66 licenses. In addition, Praveen is a committee member and board member for Community Catalyst Inc., a non-profit organization in Boston, Massachusetts.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/08/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
CA
12/20/2005 - 06/30/2006
CITICORP INVESTMENT SERVICES (LOS ANGELES CA)
MA
08/06/2004 - 04/28/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 07/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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