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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bharat? Claim Your ProfileBharat Gurnani is a financial advisor with Ameriprise Financial Services, LLC. Bharat has been in the financial services industry since 1991. Bharat holds the Series 6, 7, 63, and 65 securities licenses as well as the SIE exam. He has a Certified Financial Planner (CFP®) designation and a Chartered Financial Consultant (ChFC®) designation. Bharat has a diverse range of experience having previously worked at UBS Financial Services Inc., Citigroup Global Markets Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Bharat has a reputation for providing high-quality financial advice and guidance to individuals and families.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NJ
03/23/2021 - Present
Ameriprise Financial Services, LLC (Bedminster NJ)
NJ
09/24/2004 - 05/20/2013
UBS FINANCIAL SERVICES INC. (BEDMINSTER NJ)
NY
10/07/1993 - 10/04/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MA
08/12/1991 - 08/06/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/12/1991 - 08/06/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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