Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amit? Claim Your ProfileAmit Munshi is a financial advisor with over 38 years of experience in the financial services industry. Amit is currently registered with Nylife Securities LLC. Amit's professional licenses include Series 63, SIE and Series 7. Amit has been with Nylife Securities LLC since 06/08/2006. Prior to joining Nylife Securities LLC, Amit held positions at SOARES FINANCIAL GROUP, INC., LAKSHMI INVESTMENT GROUP, INC. and CYPRES, ROSS AND ASSOCIATES, INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
CA
04/01/1993 - Present
Nylife Securities LLC (MORAGA CA)
NA
08/27/1985 - 02/08/1993
SOARES FINANCIAL GROUP, INC.
NA
02/21/1984 - 09/03/1985
LAKSHMI INVESTMENT GROUP, INC.
NA
01/22/1985 - 03/27/1985
CYPRES, ROSS AND ASSOCIATES, INC.
BC
Issued 06/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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