Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Satnam? Claim Your ProfileSatnam Khalsa is a financial advisor associated with LPL Financial LLC. Satnam Khalsa has been working in the financial industry since September 22, 2019. Satnam Khalsa has been registered as a financial advisor with the following states: District of Columbia, Maryland, Pennsylvania, South Carolina and Virginia. Satnam Khalsa is also registered as an Investment Advisor Representative in Virginia. Satnam Khalsa has held previous positions at Ameriprise Financial Services, LLC and other firms. Satnam Khalsa has passed the General Securities Representative Examination, Securities Industry Essentials Examination and Uniform Combined State Law Examination. Satnam Khalsa offers a variety of services to their clients including financial planning, educational seminars, portfolio management for individuals, and consulting and other non-discretionary advisory services.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
06/12/2023 - Present
LPL Financial LLC (STERLING VA)
VA
06/08/2023 - 06/15/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Potomoc Falls VA)
MD
08/19/2019 - 05/03/2023
AMERIPRISE FINANCIAL SERVICES, LLC (HUNT VALLEY MD)
BOTH
Issued 10/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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