Unclaimed
Jason Anand Sangekar is a financial professional with over 15 years of experience in the industry. Jason is currently registered with Purshe Kaplan Sterling Investments and is located in Summit, NJ. Jason has passed several industry exams including Series 7, 24, 55, 63, and SIE exams.
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.
1
2
NJ
09/02/2022 - Present
Purshe Kaplan Sterling Investments (Summit NJ)
NY
04/16/2019 - 02/23/2021
PURSHE KAPLAN STERLING INVESTMENTS (NEW YORK NY)
NJ
08/16/2007 - 04/28/2017
MAPLE SECURITIES U.S.A. INC. (JERSEY CITY NJ)
NY
07/24/2006 - 05/02/2007
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 06/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2015
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2008
Series 3 - National Commodity Futures Examination
BC
Issued 11/23/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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