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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarbjit? Claim Your ProfileSarbjit Kaur is a financial advisor at Fidelity Personal And Workplace Advisors. Sarbjit has been in the financial industry since 2018 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Sarbjit Kaur is a registered representative in New York and Texas, and is also a registered investment advisor in New York and Texas. Sarbjit Kaur provides financial planning, educational seminars, and portfolio management services to her clients.
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.
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.
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
NH
09/10/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NY
09/24/2019 - 07/26/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
NY
11/28/2018 - 09/06/2019
J.P. MORGAN SECURITIES LLC (RICHMOND HILL NY)
NY
07/23/2018 - 10/11/2018
PFS INVESTMENTS INC. (S. OZONE PARK NY)
BOTH
Issued 12/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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