Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dharam? Claim Your ProfileDharam Kalra is a financial professional with over 20 years of experience in the financial services industry. Dharam has a strong background in providing financial advice to individuals and businesses. Dharam's professional designations include Certified Financial Planner and Chartered Financial Consultant. Dharam currently works at Royal Fund Management, LLC, where he has been employed since June 2015. Prior to Royal Fund Management, LLC, Dharam was employed at Gradient Securities, LLC from June 2012 to August 2015. Dharam's current registrations include a Series 63 and a Series 66. Dharam also holds a Series 7, a Series 6, and a Series 22. Dharam is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor to other advisers
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.
1
2
FL
07/27/2015 - Present
Royal Fund Management, LLC (LADY LAKE FL)
CA
06/08/2012 - 08/03/2015
GRADIENT SECURITIES, LLC (LAKE FOREST CA)
CA
08/29/2011 - 06/13/2012
QUESTAR CAPITAL CORPORATION (RIVERSIDE CA)
CA
09/23/2002 - 10/31/2007
QA3 FINANCIAL CORP. (RIVERSIDE CA)
MA
04/13/1982 - 09/19/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/13/1982 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 09/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
Not sure Dharam Kalra is the right advisor for you? Invested Better is here to help.
