Rakesh Budhram (CRD# 6244363) is an Investment Advisor Representative working at Prolific Solutions in Ozone Park, NY and has over 10 years of experience in the finance industry. Rakesh Budhram 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.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Redwood Advisory, LLC | Ozone Park, NY | Oct 2022 - Current | 1 |
| Center For Wealth Preservation | Syosset, NY | May 2013 - Current | 11 |
| Mml Investors Services, LLC | Ozone Park, NY | Sep 2013 - Oct 2022 | 9 |
| Mass Mutual Life Insurance Company | Ozone Park, NY | Nov 2012 - Oct 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- NY
- TX
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts107ACCOUNTS
-
Average Account Value$612,227
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
NJ, NY, TX
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