Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anjana? Claim Your ProfileAnjana Sengupta is a registered investment advisor representative with Citigroup Global Markets Inc. Anjana has been working in the financial industry since 2009 and holds several licenses, including the Series 6, 7, 31, and 63. Anjana has experience working with individuals, businesses, corporations, investment companies, and pension and profit-sharing plans. Anjana is also a volunteer with Prelude to a Cure Inc., a non-profit organization.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
05/30/2018 - Present
Citigroup Global Markets Inc. (Jersey City NJ)
NY
05/24/2018 - 05/20/2024
CITI PRIVATE ALTERNATIVES, LLC (New York NY)
NJ
10/07/2015 - 04/03/2018
PRUCO SECURITIES, LLC. (EAST BRUNSWICK NJ)
NJ
10/01/2012 - 08/28/2013
J.P. MORGAN SECURITIES LLC (NEW VERNON NJ)
NJ
09/30/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW VERNON NJ)
IA
Issued 11/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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