Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kultar? Claim Your ProfileKultar Singh Bindra is a financial advisor with over 10 years of experience in the financial services industry. Kultar is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Previously, Kultar has been employed by other firms such as BB&T Securities, LLC, BB&T Investment Services, Inc., UBS Financial Services Inc., and Morgan Stanley. Kultar holds the Series 66, Series 7, and SIE licenses and is also a Certified Financial Planner. Kultar has served clients in multiple states including Alabama, Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Maine, Maryland, Mississippi, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, and West Virginia.
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.
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2
FL
09/11/2024 - Present
LPL Financial LLC (TAMPA FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
02/07/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ARLINGTON VA)
MD
06/04/2015 - 02/07/2017
UBS FINANCIAL SERVICES INC. (ANNAPOLIS MD)
MD
02/11/2013 - 06/18/2015
MORGAN STANLEY (ANNAPOLIS MD)
BOTH
Issued 03/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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