Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rituraj? Claim Your ProfileRituraj Shandilya is a financial advisor at Wells Fargo Clearing Services, LLC. Rituraj has been working in the financial industry since 1997, and has a long and successful history of helping clients meet their financial goals. Prior to joining Wells Fargo, Rituraj worked for Morgan Stanley and UBS Financial Services Inc. Rituraj is registered to provide securities and investment advisory services in California, Connecticut, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, 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.
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.
Investment consulting services to institutional clients
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.
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2
NJ
06/28/2023 - Present
Wells Fargo Clearing Services, LLC (PRINCETON NJ)
NJ
06/01/2009 - 07/03/2023
MORGAN STANLEY (Lawrenceville NJ)
NJ
07/02/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAWRENCEVILLE NJ)
NY
06/07/2002 - 07/11/2008
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
07/03/1997 - 06/21/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 06/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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