Unclaimed
Sashi Rentala is a financial professional with over 20 years of experience in the industry. Sashi has a strong background in investment banking and currently works at Solomon Partners Securities, LLC. Prior to joining Solomon Partners Securities, LLC, Sashi was employed at Moelis & Company LLC, UBS Securities LLC, Broadview International LLC, and Donaldson, Lufkin & Jenrette Securities Corporation. Sashi holds several licenses and certifications, including Series 7, Series 24, Series 63, Series 79TO, and Series 99TO.
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
NY
08/12/2020 - Present
Solomon Partners Securities, LLC (NEW YORK NY)
NY
11/12/2008 - 07/20/2020
MOELIS & COMPANY LLC (NEW YORK NY)
CA
03/07/2002 - 06/12/2008
UBS SECURITIES LLC (SAN FRANCISCO CA)
NY
08/14/2001 - 12/04/2001
BROADVIEW INTERNATIONAL LLC (NEW YORK NY)
NJ
08/28/1997 - 11/20/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 11/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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