Unclaimed
Rajesh Kishin Changlani is a registered investment advisor representative with HSBC Securities (USA) Inc. Rajesh has over 20 years of experience in the financial services industry. Rajesh has a strong track record of providing investment advice to clients. Rajesh is currently licensed in 20 states and the District of Columbia. Rajesh is registered with FINRA and the state of New Jersey. Rajesh previously worked at BANC of AMERICA INVESTMENT SERVICES, INC., CITICORP INVESTMENT SERVICES, and PRUCO SECURITIES CORPORATION.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
11/29/2007 - Present
Hsbc Securities (usa) Inc. (MIAMI FL)
MA
12/04/2002 - 06/05/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/22/1999 - 09/12/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NJ
11/17/1993 - 01/20/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/21/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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