Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sachin? Claim Your ProfileSachin Lulla is a financial professional with over 14 years of experience in the industry. Sachin is currently registered with Stephens and holds a Series 7, Series 63, Series 79TO and SIE. Sachin has previously been registered with EVERCORE GROUP L.L.C. and LAZARD FRERES & CO. LLC. Sachin specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Stephens is a financial services firm that provides a wide range of financial services, including investment banking, capital markets, wealth management, and asset management. The firm has a strong track record of success and a reputation for providing high-quality financial advice.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
10/17/2018 - Present
Stephens (NEW YORK NY)
NY
01/05/2016 - 04/04/2018
EVERCORE GROUP L.L.C. (NEW YORK NY)
IL
08/13/2008 - 05/06/2014
LAZARD FRERES & CO. LLC (CHICAGO IL)
BC
Issued 12/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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