Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geetika? Claim Your ProfileGeetika Kaur Bansal is a financial professional with over 20 years of experience in the industry. Currently, Geetika Kaur Bansal is registered with Hilltop Securities Inc. Geetika Kaur Bansal has held previous positions with SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP., COUNTRYWIDE SECURITIES CORPORATION and FTN FINANCIAL SECURITIES CORP. Geetika Kaur Bansal is licensed in 53 states and the District of Columbia. Geetika Kaur Bansal specializes in a variety of financial products and services including securities, mutual funds, variable annuities, and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
NY
02/01/2023 - Present
Hilltop Securities Inc. (New York NY)
TN
07/01/2008 - 01/24/2023
SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP. (MEMPHIS (SHELBY) TN)
CA
05/11/2006 - 05/21/2008
COUNTRYWIDE SECURITIES CORPORATION (CALABASAS CA)
TN
07/22/2003 - 05/08/2006
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
BC
Issued 08/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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