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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gunjan? Claim Your ProfileGunjan Ahuja is a financial advisor with TD Private Client Wealth LLC. Gunjan has over 7 years of experience in the financial services industry. Gunjan is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Gunjan holds Series 4, 6, 7, 24, 52, 53, 63, 65 and SIE licenses. Gunjan provides financial planning, portfolio management, and other investment advisory services to individual and institutional clients. Gunjan has worked for several firms including JPMorgan Securities LLC, Capital One Investing, LLC, Hilltop Securities and TD Bank N.A.. Gunjan is based in Marlton, NJ.
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.
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.
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.
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2
NJ
08/23/2021 - Present
TD Private Client Wealth LLC (Marlton NJ)
TX
03/04/2019 - 06/30/2021
HILLTOP SECURITIES INC. (DALLAS TX)
TX
03/04/2019 - 06/30/2021
MOMENTUM INDEPENDENT NETWORK INC. (DALLAS TX)
TX
01/09/2017 - 02/12/2019
CAPITAL ONE INVESTING, LLC (Plano TX)
TX
03/07/2014 - 01/05/2016
J.P. MORGAN SECURITIES LLC (PLANO TX)
IA
Issued 04/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2018
Series 4 - Registered Options Principal Examination
BC
Issued 08/21/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/30/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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