Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sanjiv? Claim Your ProfileSanjiv Madhao Saste is an active investment advisor with a Series 66, Series 7 and SIE license. Sanjiv has been in the industry for over 15 years and is currently registered with Morgan Stanley in Tampa, FL and Texas. Before working at Morgan Stanley, Sanjiv was employed at Raymond James Financial Services, Inc. and AEGIS CAPITAL CORP.. Sanjiv holds a Certified Financial Planner designation and specializes in investment services such as financial planning, portfolio management and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
03/27/2024 - Present
Morgan Stanley (Tampa FL)
FL
02/18/2016 - 09/15/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (TAMPA FL)
FL
12/01/2015 - 02/12/2016
AEGIS CAPITAL CORP. (TAMPA FL)
BOTH
Issued 12/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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