Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rajashree? Claim Your ProfileRajashree Lahoti is a financial advisor at Ameriprise Financial Services, LLC. She has been in the industry since February 14, 2001. Rajashree is registered with the state of Texas as an investment advisor representative. She has experience working with various clients, including individuals, corporations, trusts, and charitable organizations. Rajashree has a strong commitment to providing her clients with personalized financial planning and investment management services. She works with clients to develop a plan to meet their individual financial goals. Rajashree specializes in asset allocation, financial planning, and pension consulting.
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.
Asset allocation services
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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TX
10/05/2009 - Present
Ameriprise Financial Services, LLC (SUGAR LAND TX)
TX
06/20/2001 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SUGAR LAND TX)
NY
01/11/2001 - 04/30/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MN
10/04/2000 - 10/19/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/04/2000 - 10/19/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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