Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rajen? Claim Your ProfileRajen Kantilal Chokshi is a financial advisor with Hightower Advisors, LLC. Rajen has been in the financial industry for over 20 years and holds the Series 7 and Series 66 licenses. Rajen is also a Certified Financial Planner. Rajen has worked with a number of firms, including Triad Advisors, Inc., and Bluerock Wealth Management, LLC. Currently, Rajen is registered to provide investment advisory services in Georgia and Texas. Rajen's experience spans a range of client types including corporations, charitable organizations, high-net-worth individuals, and individuals other than high-net-worth. Rajen specializes in providing financial planning, portfolio management, and selection of other advisors.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
12/10/2021 - Present
Hightower Advisors, LLC (CHICAGO IL)
GA
07/07/2005 - 04/03/2006
PURSHE KAPLAN STERLING INVESTMENTS (ALPHARETTA GA)
GA
06/20/2001 - 07/07/2005
TRIAD ADVISORS, INC. (ATLANTA GA)
BOTH
Issued 05/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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