RJ
RJ

Ranjan Jagetia

32 Years of Experience
Independence, OH
1 DisclosureBrokerSells Insurance

Ranjan Jagetia is a registered investment advisor, based in Independence, OH, with 32 years of industry experience.

Location

6050 Oak Tree Blvd., Suite 100, Independence, OH, 44131

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History

Regulatory History (1)
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Customer Dispute
December 2002
Denied
Other Business ActivitiesSells Insurance

Ranjan is involved with Prasad Wealth Partners LLC as an IAR, engaging in investment advisory activities. He also sells fixed insurance and provides insurance advice, and is a partner in a commercial rental building and owner of a textile sales business, though his wife primarily runs these businesses.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2024 - Present · 1 yr 7 mos
Prasad Wealth Partners
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Regulus Financial Group, LLCBroker
May 2020 - September 2024 · 4 yrs 4 mos
Regal Investment Advisors LLC
May 2020 - September 2024 · 4 yrs 4 mos
Arbor Point Advisors
October 2018 - May 2020 · 1 yr 7 mos
Securities America, INC.Broker
October 2018 - May 2020 · 1 yr 7 mos
Commonwealth Financial Network
January 2017 - October 2018 · 1 yr 9 mos
Commonwealth Financial NetworkBroker
January 2017 - October 2018 · 1 yr 9 mos
Msi Financial Services, INC.
April 2007 - January 2017 · 9 yrs 9 mos
Msi Financial Services, INC.Broker
August 1993 - January 2017 · 23 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
August 1993 - July 2007 · 13 yrs 11 mos
State Registrations7 states
FLGAILINNYOHTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ranjan Jagetia - Financial Advisor | TrueAdvisor