Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Navjit? Claim Your ProfileNavjit Singh is a financial advisor with Wells Fargo Clearing Services, LLC. Navjit has been in the industry since 2004, and is licensed in several states. Navjit offers a variety of services to individuals and businesses, including financial planning, portfolio management, and investment consulting. Navjit is committed to providing clients with personalized service and helping them achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
CA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (LIVERMORE CA)
SC
12/08/2017 - 12/18/2017
LPL FINANCIAL LLC (FORT MILL SC)
CA
08/05/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LIVERMORE CA)
CA
10/18/2005 - 08/08/2008
WAMU INVESTMENTS, INC. (TURLOCK CA)
NY
03/15/2005 - 10/12/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/20/2004 - 03/18/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1999
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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