Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rajeev? Claim Your ProfileRajeev Pandit is a financial advisor with Stonex Advisors Inc. Rajeev has been working in the financial industry since July 15, 1988. Rajeev has a wide range of experience in the financial services industry, including working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth individuals. Rajeev provides a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
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2
FL
01/16/2024 - Present
Stonex Advisors Inc. (Parkland FL)
FL
10/01/2013 - 09/12/2014
WRP INVESTMENTS, INC. (PARKLAND FL)
FL
01/02/2013 - 09/30/2013
SOUTHEAST INVESTMENTS, N.C., INC. (PARKLAND FL)
FL
01/23/2004 - 12/31/2012
KOVACK SECURITIES INC. (PARKLAND FL)
TX
01/02/1996 - 12/31/2003
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (FT. WORTH TX)
MA
01/23/1995 - 12/31/1995
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
MA
05/03/1991 - 04/20/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/03/1991 - 04/20/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
06/30/1988 - 09/05/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/30/1988 - 09/05/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
11/24/1987 - 06/22/1988
GARY GOLDBERG & CO., INC. (SUFFERN NY)
NA
10/20/1987 - 11/25/1987
DAVID LERNER ASSOCIATES, INC.
IA
Issued 10/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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