Unclaimed
Vinay Goenka is a financial advisor with Kotak Mahindra, Inc.. Vinay is registered with the state of New York. Vinay has been in the financial services industry since 2008 and has experience with Series 63, Series 7, SIE, and Series 24 exams. Vinay works in the NEW YORK, NY branch office of Kotak Mahindra, Inc..
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
01/01/2008 - Present
Kotak Mahindra, Inc. (NEW YORK NY)
BC
Issued 12/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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