Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rajat? Claim Your ProfileRajat Rajan has been in the financial services industry since 1988. Rajat is currently registered with LPL Financial LLC as an investment advisor representative in Maryland and Texas. Rajat previously worked at WELLS FARGO CLEARING SERVICES, LLC and PNC INVESTMENTS. Rajat holds the Series 63, Series 65, Series 7 and SIE licenses. Rajat is a Certified Financial Planner™.
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
MD
09/28/2021 - Present
LPL Financial LLC (BETHESDA MD)
VA
12/15/2010 - 10/13/2020
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
MD
03/01/2006 - 12/15/2010
PNC INVESTMENTS (POTOMAC MD)
MA
10/20/2004 - 03/03/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/18/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NJ
08/25/1988 - 02/24/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 07/05/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rajat Rajan is the right advisor for you? Invested Better is here to help.
