Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandeep? Claim Your ProfileSandeep Hamilton is a financial advisor with over 20 years of experience in the industry. Sandeep has held several positions with various firms, including Susquehanna Securities, Charles Schwab & Co., Inc. and John Hancock Distributors, Inc. Sandeep holds several industry licenses and certifications, including Series 63, Series 66, Series 7, Series 10, and Series 52TO. Sandeep specializes in working with high net worth individuals, corporations, and retirement plan sponsors. Sandeep currently works with Fidelity Personal And Workplace Advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/21/2022 - Present
Fidelity Personal AND Workplace Advisors (NAPLES FL)
NC
10/26/2016 - 02/23/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
NJ
01/02/2015 - 07/29/2016
CAPITAL ONE INVESTING, LLC (LAKEWOOD NJ)
NY
10/03/2013 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MOUNT VERNON NY)
NY
04/23/2012 - 08/02/2013
KEY INVESTMENT SERVICES LLC (KINGSTON NY)
NY
05/16/2008 - 04/24/2012
CHASE INVESTMENT SERVICES CORP. (PEEKSKILL NY)
PA
07/24/2006 - 05/15/2008
SUSQUEHANNA SECURITIES (BALA CYNWYD PA)
PA
09/24/2003 - 05/15/2008
SUSQUEHANNA INVESTMENT GROUP (BALA CYNWYD PA)
PA
03/12/2004 - 06/10/2004
SUSQUEHANNA SECURITIES (BALA CYNWYD PA)
NY
10/08/2002 - 12/05/2003
SIG INDEX SPECIALISTS, LLC (NEW YORK NY)
NY
10/01/2000 - 10/08/2002
SUSQUEHANNA SPECIALISTS, INC. (NEW YORK NY)
TX
03/17/1998 - 10/22/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
11/06/1997 - 04/08/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 05/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/04/2017
Series 4 - Registered Options Principal Examination
BC
Issued 11/14/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/07/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/30/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2001
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 05/18/1999
Series 25 - NYSE Trading Assistant Examination
BC
Issued 11/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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