Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sanjay? Claim Your ProfileSanjay Gangadharan Menon is a financial advisor at Wells Fargo Clearing Services, LLC with over 7 years of experience in the financial industry. Sanjay has been registered with FINRA since 2010 and has held positions at various financial institutions including J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sanjay's expertise includes investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Sanjay holds Series 7 and 66 licenses and is registered in Florida and Georgia.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
11/22/2017 - Present
Wells Fargo Clearing Services, LLC (BOYNTON BEACH FL)
FL
08/01/2013 - 11/15/2017
J.P. MORGAN SECURITIES LLC (BOYNTON BEACH FL)
FL
10/10/2012 - 06/03/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST PALM BEACH FL)
FL
01/04/2010 - 09/13/2012
NSM SECURITIES, INC. (WEST PALM BEACH FL)
BOTH
Issued 11/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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