Unclaimed
Debasish Banerjee is a financial advisor with over 30 years of experience in the industry. Debasish currently works at Ministry Partners Securities, LLC and has held previous positions at several firms including Opal Securities, Inc., Ebisu Securities, Inc. and Iris Trading, Inc.. Debasish holds several licenses, including Series 7, 24, 27, 52, 53, 55, 57, 63, 65, 79, 99 and the SIE.
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.
Helps you choose top advisors aligned with your financial goals.
Referral to third-party money managers
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.
Referral fees
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2
CA
08/30/2019 - Present
Ministry Partners Securities, LLC (BREA CA)
NY
11/17/2021 - 04/04/2023
OPAL SECURITIES, INC. (NEW YORK NY)
CA
05/05/2020 - 08/31/2022
EBISU SECURITIES INC. (Woodland Hills CA)
CA
10/22/2019 - 12/15/2021
IRIS TRADING, INC. (Woodland Hills CA)
CA
09/29/2003 - 11/30/2020
BENEFIT FUNDING SERVICES, LLC (WOODLAND HILLS CA)
CA
09/07/2016 - 05/11/2020
TRADEZERO AMERICA, INC. (Beverly Hills CA)
UT
08/16/2019 - 09/28/2019
BREX TREASURY LLC (SALT LAKE CITY UT)
TX
03/08/2018 - 11/01/2018
BD4RIA, INC. (FORT WORTH TX)
NV
05/08/2017 - 08/29/2018
FINANCIAL WEST GROUP (RENO NV)
NY
03/07/2017 - 05/04/2018
LIBERTY ASSOCIATES, INC. (NEW YORK NY)
CA
04/26/2013 - 12/31/2016
MONTECITO ADVISORS, INC. (SANTA BARBARA CA)
CA
01/07/2015 - 08/30/2016
OPUS FINANCIAL PARTNERS, LLC (Irvine CA)
CA
06/19/2012 - 03/19/2015
NORIBA INVESTING (WOODLAND HILLS CA)
CA
06/20/2013 - 03/07/2014
DECKER & CO, LLC (WOODLAND HILLS CA)
CA
07/03/2012 - 01/06/2014
TANIUS TECHNOLOGY LLC (ALAMO CA)
CA
08/17/2011 - 05/01/2013
DUNIYA TRADE, INC. (CARLSBAD CA)
CA
07/15/2010 - 02/22/2013
ALETHEIA SECURITIES, INC., (SANTA MONICA CA)
CA
11/30/2011 - 10/01/2012
NORTHEASTERN FINANCIAL GROUP, INCORPORATED (WOODLAND HILLS CA)
CA
07/05/2011 - 06/14/2012
NORIBA INVESTING (WOODLAND HILLS CA)
WA
08/23/2011 - 02/15/2012
CENTURY PACIFIC SECURITIES, INC. (BELLIEVUE WA)
CA
05/18/2010 - 03/03/2011
SAN FRANCISCO SECURITIES, INC. (CANOGA PARK CA)
CA
03/16/2010 - 04/27/2010
SAN FRANCISCO SECURITIES, INC. (CANOGA PARK CA)
CA
10/14/2005 - 04/26/2010
VIEWPOINT SECURITIES, LLC (SAN DIEGO CA)
CA
11/02/2009 - 11/12/2009
NEW CENTURY CAPITAL PARTNERS, INC. (LOS ANGELES CA)
CA
09/04/2008 - 10/29/2009
STONNINGTON GROUP, LLC (PASADENA CA)
CA
12/05/1997 - 10/01/2009
HUNTER WORLD MARKETS, INC. (BEVERLY HILLS CA)
CA
07/21/2005 - 04/30/2009
QUANTTRADE (WOODLAND HILLS CA)
CA
12/09/1999 - 01/20/2009
MB TRADING (EL SEGUNDO CA)
CA
08/04/2008 - 10/06/2008
SAN FRANCISCO SECURITIES, INC. (CANOGA PARK CA)
CA
10/06/2003 - 05/30/2008
WEDGE SECURITIES, LLC (WOODLAND HILLS CA)
NY
01/13/2005 - 01/02/2008
LN SECURITIES, INC. (NEW YORK NY)
CA
07/14/2006 - 10/08/2007
MORGAN PEABODY, INC. (SHERMAN OAKS CA)
NY
05/03/2005 - 10/04/2007
EPLANNING SECURITIES, INC. (NEW YORK NY)
CA
08/03/2005 - 04/02/2007
STONNINGTON GROUP, LLC (PASADENA CA)
CA
02/10/2006 - 01/16/2007
REDWOOD SECURITIES GROUP, INC. (SAN FRANCISCO CA)
CA
03/10/2003 - 07/26/2006
COMCAP FINANCIAL SERVICES, INC. (IRVINE CA)
CA
07/07/2004 - 06/23/2006
WCM PARTNERS, LLC (DELMAR CA)
CA
01/17/2006 - 03/29/2006
STROME SECURITIES, L.P. (SANTA MONICA CA)
CA
09/03/2003 - 01/30/2006
KLEIN INVESTMENT GROUP, L.P. (BEVERLY HILLS CA)
IL
09/22/2005 - 10/03/2005
STRATA PARTNERS, LLC (CHICAGO IL)
IL
01/06/2005 - 09/21/2005
STRATA PARTNERS, LLC (CHICAGO IL)
NY
08/20/2004 - 08/23/2005
HORNBLOWER FISCHER & CO. (NEW YORK NY)
NV
07/06/2004 - 12/02/2004
SILVER PACIFIC ADVISORS, LLC (LAS VEGAS NV)
NV
07/15/2003 - 07/01/2004
SILVER PACIFIC ADVISORS, LLC (LAS VEGAS NV)
CA
06/03/2003 - 01/06/2004
ROUND HILL SECURITIES, INC. (ALAMO CA)
CA
08/05/2002 - 05/30/2003
ROUND HILL SECURITIES, INC. (ALAMO CA)
CA
01/30/2001 - 05/05/2003
KLEIN INVESTMENT GROUP, L.P. (BEVERLY HILLS CA)
NY
09/04/2002 - 11/25/2002
STONEHAVEN, LLC (NEW YORK NY)
NY
12/13/2001 - 09/03/2002
RTX SECURITIES CORPORATION (NEW YORK NY)
CA
10/01/2001 - 08/28/2002
INTER SECURITIES LTD. (SAN FRANCISCO CA)
CA
10/05/2001 - 03/06/2002
SECURED CAPITAL LLC (LOS ANGELES CA)
TX
04/11/2001 - 01/29/2002
DIRECT CAPITAL SECURITIES, INC. (AUSTIN TX)
TX
03/06/1997 - 01/24/2002
SINEX SECURITIES, LLC. (AUSTIN TX)
CA
12/13/2000 - 08/22/2001
GONOW SECURITIES, INC. (LOS ANGELES CA)
CA
01/31/2001 - 07/31/2001
SEPULVEDA & SMITH SECURITIES, INC. (LONG BEACH CA)
CO
03/30/2001 - 04/18/2001
WM SMITH SECURITIES INCORPORATED (GREENWOOD VILLAGE CO)
CA
03/02/2000 - 09/01/2000
SEPULVEDA & SMITH SECURITIES, INC. (LONG BEACH CA)
CA
10/04/1999 - 09/01/2000
ONLINE STOCK MARKET, INC. (LOS ANGELES CA)
CA
04/14/1999 - 06/29/2000
HOLLENCREST SECURITIES, LLC (NEWPORT BEACH CA)
CA
09/27/1999 - 06/27/2000
EPLANNING SECURITIES, INC. (ROSEVILLE CA)
CA
07/22/1999 - 01/19/2000
SAN CLEMENTE SECURITIES, INC. (SAN CLEMENTE CA)
CA
02/27/1996 - 03/29/1999
SAN CLEMENTE SECURITIES, INC. (SAN CLEMENTE CA)
MA
12/10/1997 - 11/03/1998
BEL AIR SECURITIES LLC (BOSTON MA)
CA
12/11/1995 - 02/14/1996
COAST ASSET SECURITIES CORPORATION (SANTA MONICA CA)
CA
04/30/1991 - 03/02/1993
MERCHANT BANKING SERVICES, INC. (LAGUNA HILLS CA)
CA
05/08/1992 - 08/25/1992
TRADEWAY SECURITIES GROUP, INC. (CARLSBAD CA)
NA
10/23/1990 - 02/08/1991
LIBERTY CAPITAL MARKETS, INC.
NA
06/28/1990 - 10/23/1990
AGOURA HILLS INVESTMENT GROUP, INC.
NA
05/31/1990 - 06/26/1990
BAGDASARIAN LEE INCORPORATED
NA
12/23/1989 - 06/13/1990
FIRST AMERICA EQUITIES CORP.
NA
11/16/1987 - 02/02/1990
PAMCO SECURITIES AND INSURANCE SERVICES
NA
01/18/1989 - 12/23/1989
FIRST AMERICA EQUITIES CORP.
NA
10/01/1987 - 01/28/1988
KENNEDY, CABOT & CO.
NA
11/28/1986 - 05/29/1987
PACNET SECURITIES, INCORPORATED
IA
Issued 11/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/23/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/12/1999
Series 4 - Registered Options Principal Examination
BC
Issued 05/20/1988
Series 24 - General Securities Principal Examination
BC
Issued 08/18/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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