Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rajesh? Claim Your ProfileRajesh Bhanshali is a financial advisor with over 23 years of experience in the industry. Rajesh is currently registered with Cuso Financial Services, LP in Massachusetts and Texas. Prior to joining Cuso Financial Services, LP, Rajesh was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Equitable Advisors, LLC, Citizens Securities, Inc., Stifel, Nicolaus & Company, Incorporated, and Morgan Stanley & Co., Incorporated. Rajesh has also held previous positions at Boston Red Sox, Archer Bay Capital, Citizens Investment Services, Bank of America, N.A., and US Census Bureau.
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.
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2
MA
12/11/2024 - Present
Cuso Financial Services, LP (Cambridge MA)
MA
05/23/2022 - 10/09/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)
MA
12/07/2020 - 01/12/2022
EQUITABLE ADVISORS, LLC (WELLESLEY MA)
MA
04/30/2019 - 12/01/2020
CITIZENS SECURITIES, INC. (BOSTON MA)
MA
01/24/2008 - 05/15/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BOSTON MA)
MA
04/02/2007 - 01/25/2008
MORGAN STANLEY & CO., INCORPORATED (BOSTON MA)
MA
07/16/1999 - 04/02/2007
MORGAN STANLEY DW INC. (BOSTON MA)
MA
05/09/1997 - 05/05/1998
FECHTOR, DETWILER & CO., INC. (BOSTON MA)
IA
Issued 09/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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