Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tejas? Claim Your ProfileTejas Borse is a financial advisor associated with Commonwealth Financial Network. Tejas has been in the financial services industry since December 30, 2012. Tejas has Series 7, Series 63, Series 65, and Series 24 licenses. Prior to working at Commonwealth Financial Network, Tejas worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, First Republic Securities Company, LLC, and Morgan Stanley.
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.
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
MA
08/06/2019 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
08/14/2017 - 07/23/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALTHAM MA)
MA
10/29/2015 - 05/16/2017
FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)
MA
09/05/2013 - 10/28/2015
MORGAN STANLEY (BOSTON MA)
NH
09/06/2012 - 08/14/2013
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 05/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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