Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kunjan? Claim Your ProfileKunjan Sheth is a financial professional with over 18 years of experience in the industry. Kunjan is currently registered with Lord Abbett Distributor LLC and has previously held positions at Invesco Capital Markets, Inc., Invesco Distributors, Inc., OppenheimerFunds Distributor, Inc., Baron Capital, Inc., PIMCO Investments LLC, Neuberger Berman LLC, and Westrock Advisors, Inc.. Kunjan is also a licensed Series 4, 7, 24, and 63. Kunjan is dedicated to providing clients with personalized financial advice and guidance.
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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NJ
11/21/2023 - Present
Lord Abbett Distributor LLC (JERSEY CITY NJ)
TX
03/06/2020 - 10/25/2023
INVESCO CAPITAL MARKETS, INC. (HOUSTON TX)
NY
07/17/2019 - 10/25/2023
INVESCO DISTRIBUTORS, INC. (NEW YORK NY)
NY
07/05/2018 - 12/12/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
11/27/2012 - 10/23/2018
BARON CAPITAL, INC. (NEW YORK NY)
NY
03/15/2011 - 11/06/2012
PIMCO INVESTMENTS LLC (NEW YORK NY)
NY
02/02/2009 - 03/01/2011
NEUBERGER BERMAN LLC (NEW YORK NY)
NY
03/10/2005 - 02/03/2009
WESTROCK ADVISORS, INC. (NEW YORK NY)
BC
Issued 12/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2008
Series 4 - Registered Options Principal Examination
BC
Issued 12/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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