Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karlan? Claim Your ProfileKarlan Sanjay Patel is a financial professional with experience in the financial services industry. Karlan holds the Series 63, Series 7, and SIE licenses. Karlan has been registered with State Street Global Advisors Funds Distributors, LLC since July 24, 2020 and was previously registered with VANGUARD MARKETING CORPORATION from August 10, 2017 until July 31, 2020. Karlan is currently registered in 52 states and the District of Columbia.
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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AZ
07/24/2020 - Present
State Street Global Advisors Funds Distributors, LLC (Scottsdale AZ)
AZ
08/10/2017 - 07/31/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 08/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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