Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
Not sure Karamjit Kalsi is the right advisor for you? Invested Better is here to help.