Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kamaldeep? Claim Your ProfileKamaldeep Singh is a financial advisor with Osaic Wealth, Inc. based in NEW YORK, NY. Kamaldeep has been in the industry since May 2019. Kamaldeep has a Series 7, Series 66, and SIE. Kamaldeep is registered in New York and is currently active in both the broker-dealer and investment advisor industries. Prior to joining Osaic Wealth, Inc. Kamaldeep was registered with Securities America, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kamaldeep's specializations include Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Individuals and Businesses, and Selection of Other Advisors.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (NEW YORK NY)
NY
03/15/2024 - 06/14/2024
SECURITIES AMERICA, INC. (NEW YORK NY)
NY
05/30/2019 - 03/14/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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