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Roshan A
CFP®, Series 63, Series 65
Carrollton, TX
Raymond James Financial
Roshan Ajanee is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP®, Series 63, and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, he manages Roshan Ajanee CPA PC, an accounting firm established in 1993. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and analytic tools to support client goals and is notable for its municipal advisory affiliation and specialized IRA consulting programs.
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