Balaji Sathrugnan

Senior Vice President Director – South Asian Markets at Fortis Lux Financial
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

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Credentials

  • LOMA 290 - Insurance Company Operations
    LOMA
  • LOMA 280 - Principles of Insurance
    LOMA
  • Series 63 - Uniform Securities Agent State Law - Licence Holder
    FINRA (Financial Industry Regulatory Authority)
  • Series 6 - Investment Company and Variable Contracts Products Representative
    FINRA (Financial Industry Regulatory Authority)

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Vice President Director – South Asian Markets
      • Jun 2020 - Present

      I am licensed to sell insurance in CA, CT, DC, FL, GA, MD, NC, NJ, NY, OH, PA, SC, TX, VA and securities in NY, NJ, VA, PA, and OH. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address 420 Lexington Avenue, Suite 2510, New York, NY 10170 (212)578-0300 CA License #4240886 I am licensed to sell insurance in CA, CT, DC, FL, GA, MD, NC, NJ, NY, OH, PA, SC, TX, VA and securities in NY, NJ, VA, PA, and OH. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address 420 Lexington Avenue, Suite 2510, New York, NY 10170 (212)578-0300 CA License #4240886

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Business Development Manager
      • Feb 2019 - Jun 2020

      Registered Representative of Park Avenue Securities LLC (PAS), 200 Broadhollow Road, Suite 405, Melville, NY 11747, ph#(631) 589-5400. Securities products and services offered through PAS, a member of FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America ® (Guardian). New York, NY. PAS is an indirect wholly-owned subsidiary of Guardian. Forest Hills Financial Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Representative
      • Dec 2015 - Feb 2019

    • India
    • Insurance
    • 700 & Above Employee
    • Assistant Vice President
      • Sep 2012 - Apr 2015

    • Nepal
    • Insurance
    • 1 - 100 Employee
    • Regional Manager
      • Aug 2008 - Sep 2012

    • India
    • Insurance
    • 700 & Above Employee
    • Key Account Manager
      • Jul 2004 - Aug 2006

    • India
    • Banking
    • 1 - 100 Employee
    • Business Development Manager
      • Dec 2004 - Jul 2006

    • Senior Insurance Officer
      • Jun 2003 - Dec 2004

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