Unclaimed
Santosh Purohit is a financial advisor with Nylife Securities LLC. Santosh has been in the financial services industry since 2013. Santosh is registered to provide securities services in Texas. Santosh has passed the Series 6, Series 63, Series 6TO and SIE exams. Previously, Santosh worked for J.P. Morgan Securities LLC and PFS Investments Inc.
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.
1
2
TX
03/23/2022 - Present
Nylife Securities LLC (DALLAS TX)
TX
12/02/2019 - 01/21/2022
J.P. MORGAN SECURITIES LLC (COPPELL TX)
TX
11/28/2012 - 08/23/2017
J.P. MORGAN SECURITIES LLC (DALLAS TX)
GA
02/23/2004 - 05/05/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 12/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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