Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sanjayraj? Claim Your ProfileSanjayraj Khanna is a financial advisor at Wells Fargo Clearing Services, LLC. Sanjayraj has been working in the financial industry since February 2002 and has been registered with the state of Connecticut since July 2004. Sanjayraj is also an Investment Advisor Representative registered with the state of Texas. Sanjayraj holds Series 6, 7, 63, and 65 licenses. Sanjayraj is committed to providing personalized financial advice and helping clients achieve their financial goals. Sanjayraj has worked at Wells Fargo Clearing Services, LLC since November 2016. Before that Sanjayraj worked at Wells Fargo Advisors LLC from May 2009. Prior to that, Sanjayraj worked at Wachovia Bank, N.A. in Shelton, CT from April 2004. Sanjayraj's previous experience includes work at IFMG SECURITIES, INC. in Purchase, NY from December 2001 to April 2004. Sanjayraj is currently registered with the state of Connecticut and Texas. Sanjayraj is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC.
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
CT
12/13/2016 - Present
Wells Fargo Clearing Services, LLC (WOLCOTT CT)
NY
12/03/2001 - 04/12/2004
IFMG SECURITIES, INC. (PURCHASE NY)
IA
Issued 09/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2001
Series 6 - Investment Company Products/Variable Contracts 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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