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Rajan Bhadresh Shah

Sc Wealth Advisors

Oakbrook Terrace, IL

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Current Employers
Sc Wealth Advisors

2 Mid America Plaza Suite 725, Oakbrook Terrace, IL 60181 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-09-20
  • IL RA
    APPROVED
    Since 2019-09-20

Branch Locations

2 Mid America Plaza Suite 725, Oakbrook Terrace, IL 60181 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Secure Capital Management Usa Llc Bloomingdale IL 05/2012 Present
Secure Capital Wealth Advisors Llc Schaumburg IL 06/2019 Present
  • 05/2012 → Present
    Secure Capital Management Usa Llc
    Bloomingdale, IL
  • 06/2019 → Present
    Secure Capital Wealth Advisors Llc
    Schaumburg, IL
Previous Registrations
Other Businesses

SINCE 5/2012 I HAVE BEEN WORKING AS SECURE CAPITAL MANAGEMENT USA LLC. I HAVE BEEN ASSISTING MY CLIENTS WITH LIFE INSURANCE, AND FIA/EIA ANNUITY PURCHASES. I USE FMO'S SUCH AS GAMEPLAN FINANCIAL, RETIREMENT INCOME NETWORK, AND FAIRLANE TO GET ACCESS TO INSURANCE CARRIERS SUCH AS ALLIANZ, AVIVA, AMERICAN EQUITY, ETC. I DEVOTE 20+ HOURS PER WEEK DURING TRADING HOURS TO THIS BUSINESS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-01
  • S65 Uniform Investment Adviser Law Examination
    2019-05-01

View on SEC IAPD

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