Unclaimed
Tajdikur Rahman is a financial advisor with Truist Advisory Services, Inc. located in Richmond, VA. Tajdikur has over 13 years of experience in the financial services industry and holds Series 7, 9, 10, 63 and 66 licenses. Tajdikur specializes in providing financial planning, portfolio management for individuals and businesses, and financial profiling services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
06/28/2024 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
02/15/2022 - 07/22/2024
TRUIST SECURITIES, INC. (RICHMOND VA)
VA
03/27/2018 - 01/18/2022
WELLS FARGO CLEARING SERVICES, LLC (GLEN ALLEN VA)
VA
08/27/2010 - 03/07/2018
SCOTTRADE, INC. (GLEN ALLEN VA)
BOTH
Issued 02/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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