Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rahul? Claim Your ProfileRahul Kalsi is a registered Investment Advisor Representative with Avalan, LLC in Chicago, Illinois. Rahul has been in the industry since 2007. Rahul previously worked at UBS Financial Services Inc. in Oakbrook Terrace, Illinois. Rahul is also an independent consultant for Rahul Kalsi & Associates. Rahul holds a Series 66 license.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
08/23/2016 - Present
Avalan, LLC (Chicago IL)
IL
07/02/2008 - 08/11/2014
UBS FINANCIAL SERVICES INC. (OAKBROOK TERRACE IL)
BOTH
Issued 07/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Rahul Kalsi is the right advisor for you? Invested Better is here to help.
