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Karamjit Singh Kalsi

Bentallgreenoak Real Estate US LLC

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About Karamjit Singh Kalsi

Karamjit Singh Kalsi is a financial advisor with Bentallgreenoak Real Estate US LLC, working out of the Miami Beach, FL office. Karamjit has over 26 years of experience in the financial services industry. Kalsi is registered with FINRA and holds Series 7, 24, and 63 licenses. Previously, Karamjit was a registered representative with Morgan Stanley & Co. Incorporated in New York.

Firm Information

Karamjit Kalsi is currently registered with Bentallgreenoak Real Estate US LLC. Bentallgreenoak Real Estate US LLC is a Limited Liability Company formed in 2011. It is registered in all 50 states and the District of Columbia. The firm also has a single approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Karamjit Kalsi’s Registration & Firm History

FL

02/09/2012 - Present

Bentallgreenoak Real Estate US LLC (MIAMI BEACH FL)

NY

12/16/1994 - 10/29/2009

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/12/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Karamjit Singh Kalsi. Review regulatory record here.
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