Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sanjeev? Claim Your ProfileSanjeev Butani is an active investment advisor representative with Eagle Strategies LLC. Sanjeev has been in the industry since October 22, 2006. Sanjeev is licensed in Maryland and Virginia, and holds the Series 6, 7, 26, 63, and 66 licenses. Sanjeev has experience working with high-net-worth individuals, corporations, and charitable organizations. Sanjeev is a Chartered Financial Consultant and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. Sanjeev has previous experience with PRUCO SECURITIES, LLC., SAGEPOINT FINANCIAL, INC., and NYLIFE SECURITIES LLC.
STERLING, VA
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
VA
08/07/2018 - Present
Eagle Strategies LLC (STERLING VA)
MD
06/15/2017 - 05/31/2018
PRUCO SECURITIES, LLC. (Bethesda MD)
MD
08/16/2016 - 12/31/2016
SAGEPOINT FINANCIAL, INC. (ROCKVILLE MD)
MD
06/30/2005 - 11/10/2015
NYLIFE SECURITIES LLC (BETHESDA MD)
BOTH
Issued 9/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/7/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/8/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/2013
Series 7 - General Securities Representative Examination
BC
Issued 6/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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