Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gurveer? Claim Your ProfileGurveer Singh Mann is an investment advisor representative with over 20 years of experience in the financial services industry. Gurveer is currently registered with Osaic Wealth, Inc. and holds Series 6, 7, 63, and 66 licenses. Gurveer has been a financial advisor since 2002 and has experience in various areas of financial planning, including retirement planning, college savings, and investment management. Gurveer is also a licensed insurance agent and can help clients with their insurance needs. Gurveer is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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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2
MI
01/12/2024 - Present
Osaic Wealth, Inc. (SOUTHFIELD MI)
MI
03/14/2014 - 07/06/2021
AMERIPRISE FINANCIAL SERVICES, LLC (NORTHVILLE MI)
MI
06/30/2008 - 02/12/2014
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
MI
07/10/2002 - 07/01/2008
FIRST INVESTORS CORPORATION (LIVONIA MI)
BOTH
Issued 06/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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