Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rajan? Claim Your ProfileRajan Shankara is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Newport Beach, CA. Rajan has been in the industry since 2022. Rajan holds Series 7TO, Series 63, and Series 65 licenses. The advisor works with a wide range of client types, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities. Rajan's firm offers a variety of investment advisory services, including portfolio management, financial planning, and research. The firm also provides educational seminars and publication of periodicals.
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
08/09/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWPORT BEACH CA)
CA
12/13/2022 - 06/19/2024
FIDELITY BROKERAGE SERVICES LLC (MISSION VIEJO CA)
IA
Issued 07/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2022
SIE - Securities Industry Essentials 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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