Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rajesh? Claim Your ProfileRajesh Nakadi is an active investment advisor representative with J.P. Morgan Securities LLC. Rajesh has been in the financial services industry since September 13, 2004. Rajesh is licensed to offer advisory services in 53 states. Rajesh previously worked with UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, S F SENTRY SECURITIES, INC., FIRST REPUBLIC SECURITIES COMPANY, LLC, and S & Y ASSET MANAGEMENT LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
10/04/2023 - Present
J.p. Morgan Securities LLC (Summit NJ)
NY
03/10/2014 - 09/10/2021
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
06/24/2011 - 12/17/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/14/2009 - 07/20/2009
S F SENTRY SECURITIES, INC. (NEW YORK NY)
NY
06/25/2008 - 02/20/2009
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
CA
09/07/2005 - 11/07/2005
S & Y ASSET MANAGEMENT LLC (SAN FRANCISCO CA)
NY
07/15/1997 - 07/19/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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