Unclaimed
Rohan Limaye is an investment advisor with RBC Capital Markets, LLC. Rohan joined the firm on August 6, 2022. Rohan is a registered representative with FINRA and is a licensed investment advisor in the state of New York. Rohan specializes in portfolio management and has experience working with individuals, corporations, insurance companies, pension plans, and other organizations. Rohan has passed both the Series 79TO (Investment Banking Registered Representative Examination) and SIE (Securities Industry Essentials Examination).
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
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2
NY
08/06/2022 - Present
RBC Capital Markets, LLC (NEW YORK NY)
BC
Issued 08/05/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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