Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanveer? Claim Your ProfileTanveer Singh Khabra is a financial advisor who has been in the industry since March 16, 2014. Tanveer is currently registered with Ameriprise Financial Services, LLC, a firm with over $1 trillion in assets under management. Previously, Tanveer worked with PRUCO SECURITIES, LLC., MML INVESTORS SERVICES, LLC and NYLIFE SECURITIES LLC. Tanveer is a licensed insurance broker and holds licenses in Washington, Texas, Oregon, Alaska and Tennessee. Tanveer specializes in working with high net worth individuals, corporations and other businesses, and non-profit 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
WA
10/05/2019 - Present
Ameriprise Financial Services, LLC (Mercer Island WA)
WA
10/02/2015 - 09/30/2019
PRUCO SECURITIES, LLC. (BELLEVUE WA)
WA
06/03/2014 - 09/28/2015
MML INVESTORS SERVICES, LLC (SEATTLE WA)
WA
03/10/2014 - 06/18/2014
NYLIFE SECURITIES LLC (SEATTLE WA)
IA
Issued 02/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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