Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karnail? Claim Your ProfileKarnail Singh Kooner is an active investment advisor representative, registered in Virginia. Karnail has been in the industry since April 1990 and is currently employed by LPL Financial LLC. Karnail is also registered with FINRA and has held previous positions at CUNA Brokerage Services, Inc., Nationwide Securities, Inc., ING Financial Advisors, LLC, Princor Financial Services Corporation, Copeland Equities, Inc., PFN Financial, L.L.C, Mutual of America Securities Corporation, Mutual of America Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Karnail has a diverse background and has experience in several areas including investment advising, financial planning, and consulting.
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.
Consulting and other non-discretionary advisory services
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
VA
11/06/2023 - Present
LPL Financial LLC (CHANTILLY VA)
IA
01/12/2004 - 10/20/2023
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
OH
03/11/2003 - 01/05/2004
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
CT
07/22/2002 - 12/19/2002
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
IA
10/14/1999 - 02/08/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
03/09/1999 - 09/07/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
NE
05/17/1998 - 03/01/1999
PFN FINANCIAL, L.L.C (OMAHA NE)
NY
10/24/1996 - 04/08/1998
MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)
NY
07/11/1996 - 04/08/1998
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/28/1989 - 06/19/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/28/1989 - 06/19/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Karnail Kooner is the right advisor for you? Invested Better is here to help.
