Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rajeev? Claim Your ProfileRajeev Dhillon is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Rajeev has been in the securities industry since March 1, 2016, and has experience with a variety of firms, including Truist Investment Services, Inc., ARQ Advisors LLC, Cantella & Co., Inc., Wells Fargo Advisors Financial Network, LLC, and J.P. Morgan Securities LLC. Rajeev is registered with FINRA and holds Series 7, 63 and 66 licenses. Rajeev has a specialization in investment management, and is able to provide a variety of financial services to individual and institutional clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
03/06/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
05/01/2019 - 09/26/2022
TRUIST INVESTMENT SERVICES, INC. (NEW YORK NY)
MT
02/04/2019 - 05/07/2019
ARQ ADVISORS LLC (WHITEFISH MT)
NY
01/19/2018 - 12/31/2018
CANTELLA & CO., INC. (New York NY)
NY
08/09/2016 - 01/23/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NEW YORK NY)
NY
01/01/2016 - 08/03/2016
J.P. MORGAN SECURITIES LLC (new york NY)
BOTH
Issued 05/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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