Unclaimed
Roshan Kansagra is a financial professional with over 15 years of experience in the industry. Roshan is currently registered with Greenwich Capital Partners, LLC in Greenwich, CT. Prior to this, Roshan was employed at Pickwick Capital Partners, LLC in White Plains, NY, BNP Paribas Securities Corp. in New York, NY and Barclays Capital Inc. in New York, NY. Roshan holds the Series 7, Series 24, Series 63, Series 79, and SIE licenses.
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
CT
10/25/2021 - Present
Greenwich Capital Partners, LLC (GREENWICH CT)
NY
07/01/2020 - 10/26/2021
PICKWICK CAPITAL PARTNERS, LLC (WHITE PLAINS NY)
NY
04/08/2016 - 03/02/2020
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
05/29/2007 - 10/14/2011
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
03/14/2006 - 05/11/2007
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
BC
Issued 04/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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