Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sanjay? Claim Your ProfileSanjay Raman Patel is a financial advisor with Silver Leaf Partners, LLC. Sanjay has been in the industry since December 28, 2007. His current registrations include the state of New York. Sanjay's professional designations include Series 63, Series 7, and SIE. Sanjay's previous experience includes time with Henderson Global Investors Equity Planning, Inc. and GE Investment Distributors, Inc.
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
NY
07/28/2010 - Present
Silver Leaf Partners, LLC (NEW YORK NY)
CT
10/20/2006 - 01/26/2009
HENDERSON GLOBAL INVESTORS EQUITY PLANNING, INC. (HARTFORD CT)
CT
04/04/2006 - 07/25/2006
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
BC
Issued 08/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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