Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaskirat? Claim Your ProfileJaskirat Singh Lakhat is a financial advisor registered with A.g.p. / Alliance Global Partners. Jaskirat has been in the financial industry since 2000 and has a long history of working with various firms including Wells Fargo Clearing Services, LLC and Morgan Stanley. Jaskirat is licensed in multiple states and specializes in providing financial planning, portfolio management, and selection of other advisors. Jaskirat is dedicated to providing personalized financial advice and strategies to individuals and businesses 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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
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2
VA
04/08/2024 - Present
A.g.p. / Alliance Global Partners (Vienna VA)
VA
11/20/2015 - 03/01/2024
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
VA
06/01/2009 - 11/24/2015
MORGAN STANLEY (MCLEAN VA)
DC
12/18/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
DC
11/07/2002 - 12/20/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
MI
01/17/2000 - 10/09/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 10/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/13/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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