Unclaimed
Satinder Singh Dhindsa is a financial professional with over 3 years of experience in the financial services industry. Satinder is currently registered with GWN Securities Inc. and offers financial planning services. Satinder has experience with both retail and institutional clients, providing investment advisory services. Satinder also has experience with investment management services including portfolio management for individuals. Satinder holds Series 66, Series 7TO, and SIE licenses.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
02/27/2024 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
CA
05/06/2020 - 03/01/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VICTORVILLE CA)
BOTH
Issued 06/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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