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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parshad? Claim Your ProfileParshad Kirpal Singh is a financial advisor with over 15 years of experience in the industry. Parshad Singh is a Certified Financial Planner™ professional and holds Series 6, 7, 24, 63, and 66 licenses. Parshad Singh is currently registered with Mercer Global Advisors Inc., and has previously been registered with LPL Financial LLC, Edward Jones, and Janus Distributors LLC. Parshad Singh is a licensed insurance agent with the states of CO, AZ, UT, FL, CA, TX, and WA. Parshad Singh provides financial planning, investment management, trust services, estate planning, tax return preparation, and consultation services to individuals, corporations, and charitable organizations.
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.
Trust services, estate planning, tax return preparation, consultation
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.
A percentage of the total value of assets under management is charged.
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2
CO
11/09/2023 - Present
Mercer Global Advisors Inc. (Denver CO)
CO
05/16/2014 - 12/18/2023
LPL FINANCIAL LLC (DENVER CO)
CO
06/19/2008 - 05/19/2014
EDWARD JONES (FT COLLINS CO)
CO
12/17/2007 - 06/23/2008
JANUS DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 08/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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