Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sanket? Claim Your ProfileSanket Khanna is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with over 18 years of experience in the financial services industry. Prior to joining Wells Fargo, Sanket was a registered representative at UBS Financial Services Inc. Sanket holds the Series 7, 24, 31, 63 and 65 securities licenses. Sanket is a CERTIFIED FINANCIAL PLANNER™ professional. Sanket provides financial planning, portfolio management and investment consulting services to individuals and families, as well as to businesses and institutions.
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.
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.
Investment consulting services to institutional clients
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
NY
09/17/2020 - Present
Wells Fargo Advisors Financial Network, LLC (NEW YORK NY)
NY
10/17/2008 - 07/05/2017
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
04/02/2007 - 10/21/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
01/01/2001 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
IA
Issued 10/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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