Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rupinder? Claim Your ProfileRupinder Grewal is a financial advisor with J.P. Morgan Securities LLC, located in Hayward, California. Rupinder has over 16 years of experience in the financial services industry and holds a Series 63 license, a Series 6 license, and a SIE. Rupinder was previously registered with Citigroup Global Markets Inc. and Citicorp Investment Services. Rupinder specializes in providing financial advice to individuals, businesses, corporations, charitable organizations, high net worth individuals, insurance companies, and labor unions. Rupinder can assist with a wide range of financial planning needs, including portfolio management, pension consulting, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
07/17/2015 - Present
J.p. Morgan Securities LLC (HAYWARD CA)
CA
05/29/2007 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (ANTIOCH CA)
CA
01/05/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (ANTIOCH CA)
BC
Issued 10/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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