Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gagandeep? Claim Your ProfileGagandeep Kumar is a financial advisor based in Newark, Delaware. Kumar has been in the financial services industry since April 30, 2017 and is currently registered with J.P. Morgan Securities LLC. Kumar holds Series 6, 7TO, 63, and 65 licenses as well as the SIE exam. Kumar has previously worked for Citizens Securities, Inc. and PNC Investments. Kumar specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Kumar has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
DE
01/06/2023 - Present
J.p. Morgan Securities LLC (Newark DE)
NJ
12/24/2020 - 09/16/2022
J.P. MORGAN SECURITIES LLC (Cherry Hill NJ)
PA
03/17/2017 - 10/21/2019
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
PA
02/09/2016 - 02/27/2017
PNC INVESTMENTS (AUDUBON PA)
PA
09/29/2015 - 01/16/2016
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
IA
Issued 05/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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