Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rajkumar? Claim Your ProfileRajkumar Motwani is a financial advisor registered with Fidelity Personal And Workplace Advisors. Rajkumar has been a financial advisor since 2017. Rajkumar is licensed in 53 states and districts, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Rajkumar has Series 7, Series 63, Series 65 and SIE licenses.
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.
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
09/27/2022 - Present
Fidelity Personal AND Workplace Advisors (IRVINE CA)
CA
03/27/2020 - 11/04/2020
PRINCIPAL SECURITIES, INC. (COSTA MESA CA)
CA
12/15/2015 - 03/06/2020
MORGAN STANLEY (SANTA ANA CA)
CA
08/17/2015 - 11/23/2015
PRINCOR FINANCIAL SERVICES CORPORATION (IRVINE CA)
IA
Issued 12/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Rajkumar Motwani is the right advisor for you? Invested Better is here to help.
