Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sanjay? Claim Your ProfileSanjay Kalra is a financial professional with over 16 years of experience in the industry. Sanjay is currently registered with Planmember Securities Corp. Sanjay has also previously been registered with a number of other firms including FINANCIAL NETWORK INVESTMENT CORPORATION, TD AMERITRADE, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, BANC OF AMERICA INVESTMENT SERVICES, INC. and NYLIFE SECURITIES INC. Sanjay holds the Series 66, Series 7 and SIE licenses. Sanjay provides investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses.
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.
Provides investment supervisory 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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CA
08/19/2011 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
05/02/2011 - 08/23/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (CAMPBELL CA)
CA
10/30/2007 - 07/07/2009
TD AMERITRADE, INC. (CAMPBELL CA)
CA
03/13/2006 - 10/30/2007
METLIFE SECURITIES INC. (SAN JOSE CA)
CA
03/13/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN JOSE CA)
MA
03/15/2005 - 01/09/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
01/01/2002 - 03/18/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 03/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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