Individual Firm
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Rajesh Bhanshali
RAJ BHANSHALI, RAJESH MANHAR BHANSHALI
CRD#: 2714067
IA
B
CUSO FINANCIAL SERVICES, L.P.CRD#: 42132 104 Mt Auburn Street
Cambridge, MA 02138
Cambridge, MA 02138
0
Disclosures
24
Years of Experience
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State Registrations
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Arkansas 1/4/2024
B
New York 3/5/2024
B
California 11/28/2023
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Ohio 2/2/2024
B
Florida 3/5/2024
B
Texas 12/11/2024
B
Massachusetts 10/12/2023
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Texas 12/11/2024
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Massachusetts 11/3/2023
B
Virginia 11/15/2023
SRO Registrations
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View Exams Passed by the individual in the detailed report
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IA
Registered with this firm since 11/3/2023
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Registered with this firm since 10/12/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/23/2022 - 10/09/2023 | NEWTON, MA | |
B | 05/23/2022 - 10/09/2023 | NEWTON, MA | |
IA | 12/07/2020 - 01/12/2022 | WELLESLEY, MA | |
B | 12/07/2020 - 01/12/2022 | WELLESLEY, MA | |
IA | 05/02/2019 - 12/01/2020 | BOSTON, MA | |
B | 04/30/2019 - 12/01/2020 | BOSTON, MA | |
IA | 09/19/2008 - 05/15/2017 | BOSTON, MA | |
B | 01/24/2008 - 05/15/2017 | BOSTON, MA | |
B | 04/02/2007 - 01/25/2008 | BOSTON, MA | |
B | 07/16/1999 - 04/02/2007 | BOSTON, MA | |
B | 05/09/1997 - 05/05/1998 | BOSTON, MA |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.