Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gurpreet? Claim Your ProfileGurpreet Singh is an investment advisor representative with Infinity Financial Services Advisory. Gurpreet is licensed to provide financial and investment services in California and Oregon. Gurpreet has been in the financial services industry for over 8 years. Gurpreet holds a Series 6, Series 7, Series 63, and Series 65 license. Gurpreet is also licensed to sell insurance through Niha Life Insurance and Financial Solutions. Gurpreet provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. Gurpreet previously worked for Transamerica Financial Advisors, Inc., World Financial Group, Inc., and HiFe College Consultant.
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.
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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CA
06/29/2020 - Present
Infinity Financial Services Advisory (Sacramento CA)
CA
11/03/2015 - 09/19/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (ELK GROVE CA)
IA
Issued 08/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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