Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rakesh? Claim Your ProfileRakesh Bharti is a financial advisor with Spc, located in Ann Arbor, MI. Rakesh has over 18 years of experience in the financial services industry and is a Certified Financial Planner. Rakesh is also an independent insurance agent and manager for Ellington Farms Association. Rakesh specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors. Rakesh is registered with the following states: Connecticut, Florida, Georgia, Illinois, Michigan, Ohio, South Carolina, and Texas.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
04/12/2019 - Present
SPC (ANN ARBOR MI)
MI
09/20/2010 - 04/16/2019
AMERIPRISE FINANCIAL SERVICES, INC. (FARMINGTON HILLS MI)
MI
06/01/2009 - 10/08/2010
MORGAN STANLEY SMITH BARNEY (LIVONIA MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LIVONIA MI)
MI
10/04/2004 - 04/02/2007
MORGAN STANLEY DW INC. (LIVONIA MI)
BOTH
Issued 10/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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