Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tarunjit? Claim Your ProfileTarunjit Sunny Ahluwalia is a financial professional with over nine years of experience in the industry. Tarunjit is currently a Registered Representative and Investment Advisor Representative associated with Fidelity Personal and Workplace Advisors. Prior to joining Fidelity Personal and Workplace Advisors, Tarunjit was associated with several prominent financial institutions including J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Hewitt Financial Services LLC. Tarunjit has a strong track record of providing financial advice and guidance to a wide range of clients, including individuals, families, and businesses. Tarunjit holds the Series 6, Series 7, and Series 66 securities 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.
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.
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
CA
06/08/2022 - Present
Fidelity Personal AND Workplace Advisors (SACRAMENTO CA)
CA
07/19/2019 - 03/30/2022
J.P. MORGAN SECURITIES LLC (FAIRFIELD CA)
CA
05/17/2016 - 07/02/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VACAVILLE CA)
CA
06/23/2014 - 06/03/2016
HEWITT FINANCIAL SERVICES LLC (SACRAMENTO CA)
CA
05/03/2013 - 05/02/2014
J.P. MORGAN SECURITIES LLC (FAIRFIELD CA)
BOTH
Issued 12/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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