Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rajan? Claim Your ProfileRajan Kumar is a financial advisor with over 20 years of experience in the industry. Rajan is currently registered with Osaic Wealth, Inc. in Pennsylvania and RBT Wealth LLC in New York. Rajan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Rajan has a diverse background in financial services, having previously worked with firms such as LPL Financial LLC, Securities America, Inc., and MetLife Securities Inc. Rajan's commitment to providing personalized financial guidance and a deep understanding of the industry has helped Rajan build a strong reputation among clients and colleagues.
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.
1
2
PA
06/14/2024 - Present
Osaic Wealth, Inc. (ERIE PA)
NY
10/21/2022 - 06/14/2024
SECURITIES AMERICA, INC. (SLINGERLANDS NY)
NY
07/31/2013 - 11/02/2022
LPL FINANCIAL LLC (SLINGERLANDS NY)
NY
08/27/2009 - 08/08/2013
VALIC FINANCIAL ADVISORS, INC. (LATHAM NY)
NY
07/28/2004 - 08/27/2009
METLIFE SECURITIES INC. (LATHAM NY)
NY
07/28/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LATHAM NY)
MA
10/14/2003 - 07/30/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
08/01/2001 - 10/15/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/01/2001 - 10/15/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
09/22/2000 - 06/28/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/22/2000 - 06/28/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rajan Kumar is the right advisor for you? Invested Better is here to help.
