Unclaimed
Prabhjot Singh Sekhon is an investment advisor representative currently registered with Freestone Capital Management, LLC in Washington. Prabhjot has been in the industry since at least 2011 and holds a Series 65 license. They specializes in investment advice for individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations and other businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
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.
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WA
04/01/2024 - Present
Freestone Capital Management, LLC (SEATTLE WA)
IA
Issued 03/30/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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