Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anil? Claim Your ProfileAnil Singh is a financial advisor with LPL Financial LLC, a large firm based in Fort Mill, South Carolina. Anil has been in the industry since 1997, and holds both Series 63 and 65 licenses as well as a Series 7 and SIE license. Anil has been registered with LPL Financial LLC since 2016, and prior to that, worked at J.P. Morgan Securities LLC, Chase Investment Services Corp., Prudential Securities Incorporated, and Gruntal & Co., L.L.C. Anil has experience providing investment advice to high-net-worth individuals, businesses, and individuals, and provides financial planning, portfolio management, and other consulting 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/03/2021 - Present
LPL Financial LLC (WHITE PLIANS NY)
NY
10/01/2012 - 04/07/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
04/14/2003 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
11/03/1998 - 04/25/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/19/1997 - 10/19/1998
GRUNTAL & CO., L.L.C. (NEW YORK NY)
IA
Issued 12/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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