Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sangeeta? Claim Your ProfileSangeeta Moorjani is a financial professional with over 15 years of experience in the financial services industry. Sangeeta holds Series 7, 24 and 99TO licenses and has been registered with Fidelity Brokerage Services LLC since 2011. Prior to that, Sangeeta has also worked with National Financial Services LLC and Fidelity Distributors Company LLC. Sangeeta is currently licensed in several states including Colorado, District of Columbia, Florida, Louisiana, Maryland, and Puerto Rico.
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
MA
09/22/2011 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
03/12/2021 - 12/31/2021
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
03/10/2018 - 12/31/2021
FIDELITY DISTRIBUTORS COMPANY LLC (BOSTON MA)
MA
08/28/2019 - 10/25/2019
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
11/16/2006 - 04/20/2010
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BC
Issued 01/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Sangeeta Moorjani is the right advisor for you? Invested Better is here to help.
