Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sanjeev? Claim Your ProfileSanjeev Ranjan Kumar is a registered representative with LPL Financial LLC. Sanjeev has been in the industry since October 20, 2005. Sanjeev is licensed to sell securities in 27 states and is registered with the state of Texas as an investment advisor representative. Sanjeev’s experience includes working with Waddell & Reed, Inc., various insurance carriers for W & R Insurance Agencies, JTL Marketing Services Inc, IITNT Alumni Association, and LPL Financial, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
07/21/2021 - Present
LPL Financial LLC (ARLINGTON TX)
TX
10/20/2005 - 07/21/2021
WADDELL & REED (ARLINGTON TX)
BOTH
Issued 11/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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