Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gurpreet? Claim Your ProfileGurpreet Khalsa is an Investment Advisor Representative with Mariner Independent. Gurpreet has been in the financial industry since 2007. Gurpreet has also worked with Morgan Stanley and Citigroup Global Markets Inc. Gurpreet has Series 7, Series 31, Series 66 and SIE licenses.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
10/15/2020 - Present
Mariner Independent (ORLANDO FL)
FL
06/01/2009 - 10/29/2020
MORGAN STANLEY (WINTER PARK FL)
FL
02/06/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WINTER PARK FL)
BOTH
Issued 02/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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