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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rakesh? Claim Your ProfileRakesh Kumar Bhardwaj is a financial professional with over 20 years of experience in the industry. Rakesh Kumar Bhardwaj is currently registered with MML Investors Services, LLC, a firm based in Springfield, MA, that provides investment advisory services. Rakesh Kumar Bhardwaj is also registered in Connecticut. Previously, Rakesh Kumar Bhardwaj has worked for MML Distributors, LLC, MML Investors Services, INC., Schoenke & Associates Securities Corporation. Rakesh Kumar Bhardwaj holds the Series 6, Series 26, and Series 63 securities licenses, as well as the SIE exam. Rakesh Kumar Bhardwaj specializes in providing financial planning, asset allocation programs, and portfolio management services to 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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
05/03/2008 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
05/10/2002 - 05/03/2008
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
07/12/2005 - 12/18/2006
MML INVESTORS SERVICES, INC. (ENFIELD CT)
MA
03/28/2000 - 06/27/2000
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MD
12/09/1996 - 07/26/1999
SCHOENKE & ASSOCIATES SECURITIES CORPORATION (GERMANTOWN MD)
BC
Issued 06/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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