Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Satyajeet? Claim Your ProfileSatyajeet Shinde is a financial advisor registered with Wells Fargo Clearing Services, LLC, serving clients in New Jersey and Texas. Satyajeet has been in the financial services industry since 2004, and has experience working with various firms including J.P. Morgan Securities LLC and HSBC Securities (USA) Inc. Satyajeet is also a registered Investment Advisor, offering services to clients in New Jersey and Texas. Satyajeet holds FINRA Series 7, 63, and 65 licenses, as well as the SIE exam. Satyajeet is also a meditation trainer.
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.
1
2
NJ
11/01/2022 - Present
Wells Fargo Clearing Services, LLC (MARLTON NJ)
NY
03/05/2014 - 11/04/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
02/08/2011 - 03/07/2014
HSBC SECURITIES (USA) INC. (JACKSON HEIGHTS NY)
NY
05/29/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IL
07/19/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
IA
Issued 08/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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