Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandeep? Claim Your ProfileSandeep Soorya is an Investment Advisor Representative at nextGEN Healthcare Advisors LLC. Sandeep has been a registered Investment Advisor Representative since 2024. Sandeep is also registered as a securities agent in Illinois. Sandeep holds Series 63, 65 and 7 securities licenses. Sandeep has experience with CITIGROUP GLOBAL MARKETS INC. Sandeep's current firm, nextGEN Healthcare Advisors LLC offers financial planning and portfolio management services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
03/01/2024 - Present
Nextgen Healthcare Advisors LLC (Chicago IL)
NY
10/09/2002 - 08/24/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 07/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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