Unclaimed
Sunil Singh is a financial advisor with Ameriprise Financial Services, LLC in Gurugram Haryana, India. Sunil has been in the financial services industry since 2011, holding various roles with organizations such as Ameriprise Financial Services, LLC, RiverSource Distributors, Inc., and First Allied Securities, Inc. Sunil holds several licenses including Series 66, Series 51, Series 4, Series 24, Series 3, and Series 7. Sunil specializes in providing a range of financial services including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Ameriprise Financial Services, LLC manages over $479 billion in assets under management and offers financial services to a variety of clients including high-net-worth individuals, corporations, and charitable organizations.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NA
05/05/2015 - Present
Ameriprise Financial Services, LLC (Gurugram Haryana )
NA
08/18/2011 - 12/31/2014
FIRST ALLIED SECURITIES, INC. (GACHIBOWLI, HYD )
BOTH
Issued 10/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/06/2012
Series 4 - Registered Options Principal Examination
BC
Issued 09/29/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2014
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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