Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rajeet? Claim Your ProfileRajeet Chatterjee is a registered representative with Bofa Securities, Inc. Rajeet has been in the securities industry for over 12 years, and has experience at several well-known firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Rajeet is licensed in California and holds the Series 63, Series 79, and Series 24 licenses. Rajeet specializes in Investment Banking.
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.
Research-related 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.
Negotiated fees for research-related services
1
2
CA
05/10/2019 - Present
Bofa Securities, Inc. (PALO ALTO CA)
CA
07/30/2014 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
CA
05/16/2013 - 06/30/2014
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
09/21/2010 - 04/26/2013
JEFFERIES LLC (FOSTER CITY CA)
BC
Issued 09/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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