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Samir Lee Bhalla

Susquehanna Financial Group, Lllp

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About Samir Lee Bhalla

Samir Lee Bhalla is a financial professional registered with Susquehanna Financial Group, Lllp. Samir holds a Series 7TO, Series 63, and SIE license. Samir is registered in Pennsylvania. Samir began working with Susquehanna Financial Group, Lllp on May 3, 2024.

Firm Information

Samir Bhalla is currently registered with Susquehanna Financial Group, Lllp. Susquehanna Financial Group, Lllp is a firm registered in all 50 states and the District of Columbia, as well as with the SEC. It was formed on July 25, 2002, and is classified as an "Other Types of Legal Formation".

Not reported

Assets Under Management

Not reported

Total Clients

128

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Samir Bhalla’s Registration & Firm History

PA

05/03/2024 - Present

Susquehanna Financial Group, Lllp (BALA CYNWYD PA)

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Licenses & Designations

BC

Issued 05/24/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2024

Series 7TO - General Securities Representative Examination

BC

Issued 06/26/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Samir Lee Bhalla.
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