Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paramveer? Claim Your ProfileParamveer Singh is a financial advisor currently registered with Oppenheimer & Co. Inc. Paramveer has been working in the financial industry since 2011 and has held previous positions at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BOFA Securities, Inc., and Thomas Weisel Partners LLC. Paramveer is registered in Florida and New York. Paramveer holds the Series 63, Series 7, Series 86 and Series 87 licenses. Paramveer is also a Chartered Financial Analyst.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
02/24/2023 - Present
Oppenheimer & Co. Inc. (MIAMI FL)
NY
01/08/2020 - 07/20/2020
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
05/10/2019 - 10/18/2019
BOFA SECURITIES, INC. (NEW YORK NY)
NY
05/29/2014 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/10/2010 - 05/13/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
12/23/2009 - 07/20/2010
THOMAS WEISEL PARTNERS LLC (NEW YORK NY)
BC
Issued 12/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/04/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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