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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rajeev? Claim Your ProfileRajeev Mundhe is a financial advisor with over 10 years of experience in the industry. Rajeev is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to that, Rajeev worked at CITIGROUP GLOBAL MARKETS INC. Rajeev specializes in a variety of financial services, including portfolio management for individuals, businesses, and investment companies. Rajeev is also a registered representative and holds the Series 7, 31, and 66 licenses. Rajeev is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
06/01/2009 - Present
Morgan Stanley (Wellesley MA)
MA
01/04/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WALTHAM MA)
BOTH
Issued 01/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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