Unclaimed
Kulvinder Kaur is a financial advisor registered with PFS Investments Inc. based in Gaithersburg, Maryland. Kulvinder Kaur has been in the securities industry since September 4, 2018. Kulvinder Kaur holds the Series 6 and SIE licenses and is registered with the state of Maryland. PFS Investments Inc. is a registered investment advisor with the SEC and offers financial planning, portfolio management, and other advisory services.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MD
09/05/2018 - Present
PFS Investments Inc. (GAITHERSBURG MD)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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