Unclaimed
Rajer I. Choobak is a financial advisor in Aliso Viejo, CA. Rajer is a Registered Representative (RR) with Osaic Wealth, Inc. and NWF Advisory Services Inc., and has been working in the financial services industry since October 2010. Rajer is a Series 66, 24, 7 and SIE licensed advisor. Rajer holds licenses in various states including Arizona, Arkansas, California, Colorado, Hawaii, Idaho, Illinois, Louisiana, Michigan, Nevada, North Carolina, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Washington. Rajer provides investment advisory services, financial planning, and portfolio management for both individuals and businesses.
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.
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.
1
2
CA
02/10/2014 - Present
Osaic Wealth, Inc. (ALISO VIEJO CA)
CA
10/25/2010 - 02/10/2014
ROYAL ALLIANCE ASSOCIATES, INC. (NEWPORT BEACH CA)
BOTH
Issued 11/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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