Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rajat? Claim Your ProfileRajat Nair is a financial professional with experience in the industry. Rajat is currently registered with LPL Financial LLC and is licensed to provide investment advice in 53 states and jurisdictions. Prior to joining LPL Financial, Rajat was associated with WELLS FARGO CLEARING SERVICES, LLC. Rajat has obtained several securities licenses including Series 63, Series 57TO, Series 99TO, Series 7TO and SIE. Rajat specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
04/12/2023 - Present
LPL Financial LLC (FORT MILL SC)
NC
02/19/2021 - 04/19/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BC
Issued 04/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2023
Series 57TO - Securities Trader Exam
BC
Issued 04/12/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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