Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos A. Sanchez is a financial advisor with over 30 years of experience in the industry. Carlos has held a variety of positions at reputable firms, including Utendahl Capital Group, LLC and Donaldson, Lufkin & Jenrette Securities Corporation. Carlos is currently registered with Castleoak Securities, LP and is licensed to sell securities in New York.
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
NY
04/02/2007 - Present
Castleoak Securities, LP (NEW YORK NY)
NY
10/24/2006 - 03/16/2007
UTENDAHL CAPITAL GROUP, LLC (NEW YORK NY)
NY
06/26/1998 - 03/16/2007
UTENDAHL CAPITAL PARTNERS, L.P. (NEW YORK NY)
NJ
03/21/1989 - 06/11/1998
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 07/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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