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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raja? Claim Your ProfileRaja Ramchand Mahtani is a financial advisor with Equitable Advisors, LLC. Raja has over 38 years of experience in the financial services industry. Raja holds Series 6, 7, 24 and 66 licenses and is registered in Alabama, Florida, Louisiana, Mississippi, North Carolina, Texas and Virginia. Raja also has experience in several other areas, including financial planning, pension consulting, educational seminars, and selection of other advisors. Raja has a strong track record of providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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
AL
04/14/2022 - Present
Equitable Advisors, LLC (MOBILE AL)
AL
03/25/2017 - 02/08/2022
MML INVESTORS SERVICES, LLC (Mobile AL)
FL
10/31/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PENSACOLA FL)
AL
06/01/2005 - 11/04/2014
AXA ADVISORS, LLC (MOBILE AL)
NY
09/25/1998 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IN
06/29/1984 - 10/08/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/29/1984 - 10/08/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
06/29/1984 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BOTH
Issued 12/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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