Unclaimed
Rakesh Agrawal is a registered investment advisor representative, with a focus on financial planning, portfolio management for individuals and businesses, and providing guidance on the selection of other advisors. Rakesh has been in the financial industry since 2014, and currently holds registrations with the State of New Jersey and FINRA. Rakesh Agrawal is currently employed with Pruco Securities, LLC and has previously worked with AXA Advisors, LLC. Rakesh is committed to providing clients with personalized advice and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your 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.
Compensation from lpl enterprise, llc
1
2
NJ
09/20/2016 - Present
Pruco Securities, LLC (Basking Ridge NJ)
NY
10/28/2013 - 02/11/2014
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 09/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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