Ranjeet RaiCRD Number: 3104220
Current Firm: Stifel, Nicolaus & Company, Incorporated
Ranjeet Rai (CRD# 3104220) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lake Forest, IL and has over 5 years of experience in the finance industry.
Mutual Of Omaha Investor Services, Inc.
Cetera Investment Advisers LLC
Raymond James Financial Services Advisors, Inc.
|Stifel Nicolaus & Co Inc.||Lake Forest, IL||Jun 2019 - Current||2|
|School Districts 30, 31, 34||Glenview, IL||Mar 2018 - May 2019||1|
|Ymca||Northbrook, IL||Jun 2018 - Aug 2018||< 1|
|Unemployed||Glenview, IL||Oct 2017 - Mar 2018||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Rolling Meadows, IL||Jul 2016 - Oct 2017||1|
|Bank Of America, N.a.||Rolling Meadows, IL||Jul 2016 - Oct 2017||1|
|Foreside Fund Services, LLC||Chicago, IL||Jan 2016 - Jul 2016||< 1|
|Cedar Capital, LLC||Chicago, IL||Dec 2015 - Jul 2016||< 1|
|Foreside Fund Services, LLC||Chicago, IL||Oct 2014 - Nov 2015||1|
|Cedar Capital, LLC||Chicago, IL||Jul 2013 - Nov 2015||2|
|Good Harbor Financial, LLC||Chicago, IL||Jul 2013 - Dec 2014||1|
|Northern Lights Distributors, LLC||Omaha, NE||Oct 2013 - Oct 2014||1|
|The Cary Company||Addison, IL||Apr 2010 - Jul 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2016|
Total Assets Under Management117,820MILLIONS
Total Number of Accounts279,563ACCOUNTS
Average Account Value$421,444
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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