Unclaimed
Vijay Balasubramanian is a financial professional with over 20 years of experience in the financial services industry. Vijay is currently registered with KPMG Corporate Finance LLC and is licensed to conduct business in 34 states. Vijay has held previous positions at Capstone Partners, Deloitte Corporate Finance LLC, HSBC Securities (USA) Inc. and McDonald Investments Inc. Vijay's experience spans a variety of financial services including investment banking, securities and advisory services.
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
06/15/2022 - Present
Kpmg Corporate Finance LLC (NEW YORK NY)
MA
08/03/2021 - 06/16/2022
CAPSTONE PARTNERS (BOSTON MA)
NY
01/09/2018 - 08/18/2020
DELOITTE CORPORATE FINANCE LLC (NEW YORK NY)
NY
06/27/2005 - 12/18/2017
HSBC SECURITIES (USA) INC. (NEW YORK NY)
OH
02/23/2001 - 07/08/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 12/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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