Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gagan? Claim Your ProfileGagan Deep Singh is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Gagan has been in the industry since May 2015 and holds the Series 6, Series 7, Series 63, and Series 65 licenses. Prior to joining Merrill Lynch, Gagan was a financial advisor with Wells Fargo Advisors, LLC. Gagan is a specialist in providing financial advice to individuals, businesses, and corporations. Gagan's experience with Wells Fargo Advisors and Merrill Lynch has given valuable insight into the financial needs of a variety of clients. Gagan is committed to providing personalized financial guidance to help clients 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
04/05/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
08/18/2022 - 03/26/2024
WELLS FARGO CLEARING SERVICES, LLC (THE WOODLANDS TX)
TX
04/26/2016 - 08/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOMBALL TX)
TX
03/27/2015 - 03/22/2016
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
IA
Issued 07/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gagan Singh is the right advisor for you? Invested Better is here to help.
