Rajendra PrashadCRD Number: 4289263
Current Firm: Eagle Tax Planning & Advisory Group.llc
Rajendra Prashad (CRD# 4289263) is an Investment Advisor Representative working at Eagle Tax Planning & Advisory Group.llc in Ozone Park, NY and has over 21 years of experience in the finance industry. Rajendra Prashad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
Hightower Advisors, LLC
|Origin Financial||San Francisco, CA||Jan 2022 - Current||< 1|
|Eagle Tax Planning And Advisory Group||Jamaica, NY||Feb 2000 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2000|
Total Assets Under Management7MILLIONS
Total Number of Accounts96ACCOUNTS
Average Account Value$70,313
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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