Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sanjeev? Claim Your ProfileSanjeev Kumar Varma is a financial professional with over a decade of experience in the industry. Sanjeev is currently registered with Lincoln International LLC, a firm with a focus on mergers and acquisitions advisory services. Sanjeev has held previous roles with firms such as Teneo Securities LLC, Stillpoint Capital, LLC and Duff & Phelps Securities LLC. Sanjeev holds a Series 63, Series 79, Series 82 and SIE licenses and is registered in several states including California, Illinois, Michigan, New York and Texas.
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.
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2
NY
09/19/2017 - Present
Lincoln International LLC (NEW YORK NY)
NY
09/02/2014 - 01/02/2018
TENEO SECURITIES LLC (NEW YORK NY)
FL
07/17/2013 - 05/06/2014
STILLPOINT CAPITAL, LLC (TAMPA FL)
IL
12/03/2010 - 06/03/2013
DUFF & PHELPS SECURITIES LLC (CHICAGO IL)
BC
Issued 11/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2014
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 12/02/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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