Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rana? Claim Your ProfileRana Samraat singh Maghera is a financial advisor with over 20 years of experience in the industry. Rana is currently registered with Moors & Cabot, Inc. in Boston, Massachusetts. Rana previously worked with Meridian Investments, Inc., NYLIFE Securities Inc., and Signator Investors, Inc. Rana has a broad range of experience in financial services and holds Series 7, 22, 63, and 65 licenses. Rana is committed to providing personalized financial advice to individuals, families, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
02/15/2023 - Present
Moors & Cabot, Inc. (BOSTON MA)
MD
06/10/2019 - 02/07/2022
MERIDIAN INVESTMENTS, INC. (BETHESDA MD)
NY
04/19/2002 - 07/23/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
03/07/2001 - 07/23/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 08/30/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/10/2019
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 04/02/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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