Minoti Hemant Rajput

Current Employers

Employment History

• 09/2009 → 06/2024
  Securities America Inc.
  Southfield, MI
• 09/2009 → 06/2024
  Securities America Advisors, Inc.
  Southfield, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Southfield, MI

Previous Registrations

• 2009-11-23 → 2024-06-14
  Securities America Advisors, Inc.
  Southfield, MI
  Southfield, MI
  Southfield, MI

Other Businesses

**SECURITIES AMERICA ADVISORS, INC. INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 09/2009 - LOCATED AT 25925 TELEGRAPH RD, STE 201, SOUTHFIELD, MI 48033, United States **ADVISORY POSITION: Advisor NATURE: FINANCIAL PLANNER & INVESTMENT ADVISER STARTED FEB 2002 APPROX 20HRS WK & A5 DURING TRADING HRS INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 3 START DATE: 02/01/2002 ADDRESS: 25925 TELEGRAPH RD, STE 201, Southfield MI 48033 DESCRIPTION: Meeting with clients, investment analysis and portfolio design, Investment Policy statement and review of portfolios. ***INSURANCE SALES POSITION: Planning and insurance sales. NATURE: SECURE PLANNING STRATEGIES; LIFE AND DISABILITY INSURANCE SALES; SOUTHFIELD MI; 25% TIME SPENT - INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 06/1980 - LOCATED AT 24800 DENSO DRIVE SUITE 265 SOUTHFIELD MI 48033 United States INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 06/01/1980 ADDRESS: 25925 Telegraph, Suite 201, Southfield MI 48033, United States DESCRIPTION: I am a comprehensive financial advisor. During our planning process, we analyze our client's risk management and recommend and sell insurance products to cover death, disability and long term care needs of our clients. WE get quotes and if the clients agree to our recommendations, we place the products. **LIVING AND LEARNING ENRICHMENT CENTER POSITION: Board Member NATURE: Advisory Board for Living and Learning Enrichment Center anon profit entity for special needs advocacy INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 801 Griswold Street, Northville MI 48167, United States DESCRIPTION: I attend the board meetings once a month and add my knowledge and experience in various advocacy matters for the special needs clients of the organization. **RAJPUT-DASGUPTA FAMILY CHARITABLE FOUNDATION POSITION: I am the trustee and president NATURE: I am a trustee and the president of our family charitable foundation that we created in 1999. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/03/1999 ADDRESS: 3349 South Shores Circle, West Bloomfield MI 48323, United States DESCRIPTION: Each year we choosenon-profit entities based on our criteria that we have used over the years and donate funds to the organizations. As per private foundation rules, we donate 5% of the asset in the foundation account. From time to time depending on our income and affordability, we also donate money to our foundation out our personal earnings.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-20
• S63 Uniform Securities Agent State Law Examination
  1983-05-10

Designations