Roshan Ajanee
Financial Advisor at Raymond James
- Role
- Financial Advisor at Raymond James
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Roshan Ajanee
Do you own your own medical practice? Do you need a financial partner/ CPA who…
Experience
Financial Advisor
Jan 2016 — Present
Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm Ajanee Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Education
The University of Dallas
Accounting
Kanpur University
Bachelor's degree, Accounting
1985
Kanpur University
Master's degree, Accounting
1985 — 1987
University of Notre Dame - Mendoza College of Business
Executive Certicate in Business Administration
2013 — 2014
Rice University
Certified Financial Planner
2009 — 2010
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