Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ishdeep? Claim Your ProfileIshdeep Singh is a financial professional with over 15 years of experience in the industry. Currently, Ishdeep is registered with Hilltop Securities Inc. as a registered representative and investment advisor representative. Ishdeep has held previous positions at First Southwest Company, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ishdeep is also registered in all 50 states and the District of Columbia. Ishdeep has a strong background in financial planning and portfolio management, and is committed to providing clients with personalized advice and strategies to help them 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
FL
01/22/2016 - Present
Hilltop Securities Inc. (Boca Raton FL)
NY
01/04/2012 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (NEW YORK NY)
NY
11/01/2010 - 01/30/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/25/2008 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 10/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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