Unclaimed
Gaganpreet Kaur Sohi is a financial professional with J.P. Morgan Securities LLC in Coppell, Texas. Gaganpreet Kaur Sohi has been in the industry since August 17, 2023 and holds the Series 7TO, Series 66, and SIE licenses. Gaganpreet Kaur Sohi is registered to provide investment advice in 51 states.
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
TX
01/28/2025 - Present
J.p. Morgan Securities LLC (COPPELL TX)
BOTH
Issued 10/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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