Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sanjay? Claim Your ProfileSanjay Chugani is an investment advisor representative who has been active in the financial industry since 2005. Sanjay is currently registered with Ameriprise Financial Services, LLC and has previously worked for Comerica Securities, U.S. Bancorp Investments, Inc., UnionBanc Investment Services, LLC, and Wells Fargo Clearing Services, LLC. Sanjay has a wide range of experience in the financial services industry and is able to provide a variety of services to clients, including financial planning, asset allocation services, portfolio management, and educational seminars.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
11/03/2023 - Present
Ameriprise Financial Services, LLC (Los Angeles CA)
CA
09/08/2023 - 11/03/2023
COMERICA SECURITIES (LOS ANGELES CA)
MN
05/26/2023 - 08/23/2023
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
CA
02/23/2022 - 05/26/2023
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
10/25/2016 - 02/28/2022
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
CA
10/21/2013 - 10/11/2016
UNIONBANC INVESTMENT SERVICES, LLC (BEVERLY HILLS CA)
CA
10/23/2009 - 08/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTURY CITY CA)
CA
10/12/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TORRANCE CA)
BOTH
Issued 06/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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