Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tejpal? Claim Your ProfileTejpal Ahluwalia is a registered investment advisor representative with Cannell & Spears LLC based in NEW YORK, NY. Tejpal has been in the industry since 2017 and has a Series 7, Series 63 and Series 66 license. Tejpal has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Stephens Inc. Tejpal specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Review of asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
07/29/2021 - Present
Cannell & Spears LLC (NEW YORK NY)
IL
02/02/2018 - 04/07/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
03/09/2017 - 08/16/2017
STEPHENS (CHICAGO IL)
BOTH
Issued 05/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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