Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Snehal? Claim Your ProfileSnehal Jitendra Shah is an active investment advisor representative with BNY Mellon Securities Corp., who has been in the industry since May 17, 1999. Snehal is registered in New York and has been with BNY Mellon Securities Corp. since December 15, 2015. Previously, Snehal worked at Citigroup Global Markets Inc. and Legg Mason Investor Services, LLC. Snehal has a wide range of experience in the financial services industry, with expertise in securities, options and municipal securities. Snehal holds several licenses, including Series 7, Series 63, Series 24, Series 4, Series 53 and Series 65.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
12/15/2015 - Present
BNY Mellon Securities Corp. (New York NY)
NY
08/11/2006 - 11/27/2015
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/01/2005 - 04/10/2006
LEGG MASON INVESTOR SERVICES, LLC (NEW YORK NY)
NY
02/16/2001 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
TX
07/14/1997 - 08/31/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 12/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/22/1997
Series 4 - Registered Options Principal Examination
BC
Issued 08/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2004
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 07/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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