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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gurvir? Claim Your ProfileGurvir Singh Grewal is an investment advisor representative with Allworth Financial, LP in Sacramento, California. Gurvir has been in the financial industry since 2011 and holds several licenses and certifications, including Series 6, 7, 63, 65 and the SIE exam. Gurvir is also a Certified Financial Planner. Gurvir has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Gurvir provides financial planning services, portfolio management, and educational seminars.
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
CA
06/13/2024 - Present
Allworth Financial, LP (SACRAMENTO CA)
CO
12/08/2015 - 04/25/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CA
04/21/2014 - 07/09/2015
SCOTTRADE, INC. (TUSTIN CA)
CA
08/31/2011 - 04/04/2014
MML INVESTORS SERVICES, LLC (ROCKLIN CA)
IA
Issued 03/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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