Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sanjeev? Claim Your ProfileSanjeev Sunder is a financial advisor registered in the state of Texas with Fisher Investments. Sanjeev has over 12 years of experience in the industry. Sanjeev is associated with Fisher Investments. Sanjeev has passed the following exams: Series 7, Series 63, Series 55, SIE, Series 7TO, Series 66 and Series 37. Sanjeev is also a registered Investment Advisor Representative.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
05/14/2020 - Present
Fisher Investments (PLANO TX)
TX
09/17/2014 - 04/27/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
10/29/2013 - 05/02/2014
ESPOSITO SECURITIES, LLC (DALLAS TX)
NA
12/10/2009 - 04/25/2012
CORMARK SECURITIES (USA) LIMITED (TORONTO, ONTARIO )
NA
11/26/2004 - 12/01/2008
BMO NESBITT BURNS SECURITIES LTD. (TORONTO, ONTARIO )
BOTH
Issued 05/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2004
Series 37 - Canada Module of the General Securities Registered Representative (With Options Questions)
Active
Inactive
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