Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharanjit? Claim Your ProfileSharanjit Singh Dhillon is an active financial professional with over 8 years of experience. Sharanjit has been registered with PFS Investments Inc. since October 9, 2020. Prior to that, Sharanjit was employed by SA Stone Wealth Management Inc., Quest Capital Strategies, Inc., Transamerica Financial Advisors, Inc and Wells Fargo Advisors, LLC. Sharanjit has a Series 63 license. Sharanjit holds Series 6 and SIE licenses. Sharanjit specializes in working with individuals, and has had experience working with corporations or other businesses, charitable organizations, and high net worth individuals.
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.
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.
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2
CA
10/09/2020 - Present
PFS Investments Inc. (MODESTO CA)
CA
12/06/2019 - 08/27/2020
SA STONE WEALTH MANAGEMENT INC. (Tracy CA)
CA
05/29/2019 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
12/09/2015 - 05/30/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (ELK GROVE CA)
CA
09/10/2015 - 10/23/2015
WELLS FARGO ADVISORS, LLC (STOCKTON CA)
CA
02/13/2012 - 08/04/2015
PFS INVESTMENTS INC. (MODESTO CA)
BC
Issued 04/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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