Important Consumer Information
- Securities offered thru SII Investments, Inc. A Registered Broker Dealer. Member of FINRA/SIPC and a Registered Investment Advisor. SII Investments and Shalin Financial are seperate companies. This site is for informational purposes only and is not intended to be a solicitation for or offering of any security and: Representatives of a Registered Broker Dealer ("BD) or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent, (a) satisfy the qualification requirements of, and approved to do business by, that state; or (b) or excluded or exempted from that state's registration requirements. Representatives of a BD or IA are deemed to do business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to offer scurities in the following states: Alabama, Georgia, Florida, South Carolina, Michigan, Utah, Tennessee and Vermont.
Contact
- Email Address:
- Website: http://www.shalinfinancial.com
- Location: United States
Biography
Rajesh Jyotishi, also known as R.J., joined the insurance and financial services industry in 1991 with New York Life. Within a short time, he realized that in order to provide his clientele with the most competitive products on the market, he must represent many other providers. Each company had its own strengths and niche products. In 1993, he started his own practice as a sole proprietor. He formed Shalin Financial Services in 1994—named after his oldest son Shalin, meaning modest or humble—with the fundamental objective to provide our clients with a competitive range of insurance and investment products from many companies.
Over the years, Rajesh has assisted thousands of individuals and business owners with insurance, investments and financial planning needs.
This was before the internet had made it easy for the consumers to find the lowest rates.
Rajesh is also the founder of Khabar, a popular magazine for the Asian Indian community of Georgia with a readership of about 90,000. Khabar means news in most of the many Indian dialects. The digital edition can be located at www.khabar.com . Rajesh also hosts the “Moneywise” section of Khabar, which has been widely received. Many of the articles on this website are reprints from “Moneywise” columns.
Rajesh received his undergraduate degree in business administration from Georgia State University. He has also completed numerous professional designation courses: Certifed Estate Planner (CEP), Master Certified Estate Planner (MCEP), Certified Senior Advisor (CSA), Certified in Long Term Care (CLTC), and Life Underwriter’s Training Coucil (LUTC). He also finished the Financial Planning program at Oglethorpe University. However, he does not currently hold any of the designations mentioned above for many personal reasons. Ask him why when you talk to him. Also inquire as to why “Experience Makes the Difference” is our company tagline.
Originally from Bombay, India, Rajesh has lived in Atlanta since 1974. He has been a member of the Dunwoody Rotary Club since 2005. Rajesh is also a registered representative and a registered investment advisor affiliate of SII Investments; a Registered Broker Dealer. A Member of NASD, FINRA.
