Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sanjay? Claim Your ProfileSanjay S. Benegal has been working in the financial industry since 2007 and has a deep understanding of investment strategies. Sanjay is currently registered with Citigroup Global Markets Inc. and is a Series 63, 66 and 7 licensed advisor. Sanjay provides various advisory services including asset allocation, financial planning, pension consulting and portfolio management for both 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.
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 advice
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.
1
2
NY
04/01/2022 - Present
Citigroup Global Markets Inc. (New York NY)
MA
03/29/2019 - 12/10/2021
CITIZENS CAPITAL MARKETS (BOSTON MA)
PA
03/29/2016 - 10/03/2017
CITIZENS SECURITIES, INC. (Fort Washington PA)
PA
12/21/2010 - 04/17/2015
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
NY
07/08/1993 - 12/07/2006
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
06/02/1992 - 05/28/1993
SCHONFELD SECURITIES INC. (JERICHO NY)
NA
04/15/1992 - 05/26/1992
CITICORP FINANCIAL SERVICES,INC.
NY
12/03/1991 - 02/06/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/25/1991 - 11/21/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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