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Shailendra Popatlal Panchal

Athene Securities, LLC

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About Shailendra Popatlal Panchal

Shailendra Popatlal Panchal is a registered representative with Athene Securities, LLC. Shailendra has been in the financial services industry since 2007. He has experience with Goldman, Sachs & Co. and Foreside Fund Services, LLC. Shailendra holds Series 63, Series 7, and SIE licenses. He is registered in Iowa.

Firm Information

Shailendra Panchal is currently registered with Athene Securities, LLC. Athene Securities, LLC is a Limited Liability Company formed on April 21, 2006. The firm is registered with the SEC and in all 51 states.

Not reported

Assets Under Management

Not reported

Total Clients

191

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Shailendra Panchal’s Registration & Firm History

IA

06/24/2019 - Present

Athene Securities, LLC (WEST DES MOINES IA)

NY

11/27/2015 - 05/22/2019

FORESIDE FUND SERVICES, LLC (New York NY)

NY

08/08/2006 - 06/03/2015

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/30/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shailendra Popatlal Panchal.
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