Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kamaljit? Claim Your ProfileKamaljit Singh Kaushal is a financial professional with over 30 years of experience in the securities industry. Kamaljit is currently registered with Principal Securities, Inc. in Texas. Kamaljit is also a licensed insurance agent offering life, annuity, disability, and long-term care insurance. Kamaljit has held previous positions with NYLIFE Securities LLC and Eagle Strategies LLC. Kamaljit has a strong background in financial planning, portfolio management, and investment advisory services. Kamaljit has a strong commitment to helping individuals and businesses 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TX
05/23/2019 - Present
Principal Securities, Inc. (ADDISON TX)
TX
01/01/1990 - 01/22/2019
NYLIFE SECURITIES LLC (FRISCO TX)
BOTH
Issued 11/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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