Unclaimed
Rakesh Surineni is a financial professional registered with Wells Fargo Securities, LLC. Rakesh is a registered representative in 53 states and the District of Columbia. Rakesh has passed the Series 79TO, Series 63, and SIE exams. Rakesh has previous experience with BOFA SECURITIES, INC.
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.
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.
1
2
NY
09/20/2023 - Present
Wells Fargo Securities, LLC (New York NY)
NY
09/12/2020 - 05/02/2023
BOFA SECURITIES, INC. (NEW YORK NY)
BC
Issued 09/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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