Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kanwar? Claim Your ProfileKanwar Manjot Singh is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Kanwar has been in the industry since November 12, 2003 and holds licenses in several states, including Illinois and Texas. Kanwar has extensive experience in the industry, having previously worked with UBS Financial Services Inc. and Chicago Analytic Trading Company, LLC. Kanwar specializes in providing financial and investment advice to individuals, corporations, insurance companies, pension and profit sharing plans, charitable organizations, and state or municipal government entities. Kanwar is also a member of the advisory board for the William Casper Graustein Memorial Fund.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
10/10/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
05/25/2005 - 10/20/2014
UBS FINANCIAL SERVICES INC. (OAKBROOK TERRACE IL)
AL
11/13/2003 - 07/22/2005
CHICAGO ANALYTIC TRADING COMPANY, LLC (VESTAVIA HILLS AL)
BOTH
Issued 07/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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