Raj Sharma Financial Advisor

  • manage_accounts
  • Boston, MA
miscellaneous_services Service Offered
Financial & Legal Services,  Financial & Taxation Services,  Tax Consultants Services

Overview of Raj Sharma Financial Advisor

  • Experience

    15 Years

  • Contact name

    Raj Sharma

Services Offered by Raj Sharma Financial Advisor
    Areas Served in USA by Raj Sharma Financial Advisor

About Raj Sharma Financial Advisor

Raj has more than 35 years of financial services experience. Before joining Merrill in 1987, he worked for 12 years as a financial analyst, management executive and media specialist. Raj is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. I am one of the most distinguished Financial & Taxation Services in Boston, MA. I specialize in Financial Advisor,Audit Review & Compilation Services,Auditing Services,Business Entity Selection,Business Succession Planning,Cash Flow ,College Planning/Funding,Finance & Accounting Training,Financial Forecasts ,Foreign Accounts Disclosure,Income Tax Filing,Incorporation Service,International Tax Consulting,Notary Services,Payroll Processing,Tax Consultants Services,Tax Preparation Services

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