Unclaimed
Rajan Kohli is a financial professional with over five years of experience in the industry. Rajan currently holds the Series 7, Series 24, and SIE licenses and is registered with National Financial Services LLC and Fidelity Brokerage Services LLC. Rajan has been registered with National Financial Services LLC since 2024 and with Fidelity Brokerage Services LLC since 2018. Rajan's primary office location is 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.
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
MA
05/02/2024 - Present
National Financial Services LLC (BOSTON MA)
BC
Issued 03/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Rajan Kohli is the right advisor for you? Invested Better is here to help.