Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sanjay? Claim Your ProfileSanjay Atul Das is a financial advisor registered with LPL Financial LLC. Sanjay has been in the industry since 1993 and has a wealth of experience in providing financial guidance to individuals, families, and businesses. Sanjay is a Certified Financial Planner and has a wide range of experience in investment planning, retirement planning, college savings, and estate planning. Sanjay is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
AK
11/29/2017 - Present
LPL Financial LLC (ANCHORAGE AK)
WA
04/08/2002 - 11/29/2017
NATIONAL PLANNING CORPORATION (SEATTLE WA)
CA
01/22/1998 - 05/28/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
01/25/1994 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
MN
06/25/1993 - 02/08/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
AZ
06/18/1993 - 06/28/1993
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 03/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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