Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kuljeet? Claim Your ProfileKuljeet Chahal is a financial advisor with over 15 years of experience in the financial industry. Kuljeet is currently registered with Fnex Capital, LLC and is also licensed in California. Kuljeet has a strong background in the financial services industry, with experience in a variety of roles. Prior to joining Fnex Capital, LLC, Kuljeet worked at Calamos Financial Services LLC. Kuljeet holds Series 7, 63, and 65 licenses, as well as the SIE. Kuljeet has a strong commitment to providing clients with personalized financial advice and guidance.
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.
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2
IN
12/17/2020 - Present
Fnex Capital, LLC (INDIANAPOLIS IN)
IN
02/21/2018 - 01/30/2019
FNEX CAPITAL, LLC (INDIANAPOLIS IN)
IL
12/23/2015 - 07/27/2017
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
BC
Issued 12/30/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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