ADVISOR BIO

Kuk lam Lee is a registered representative with J.P. Morgan Securities LLC. Kuk lam Lee has been in the industry since December 15, 2019, and is currently active in California. Kuk lam Lee holds Series 63, Series 6TO and SIE licenses.

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ADVISOR BIO

Kulvinder K Rai is a financial advisor registered with LPL Financial LLC since 2012. Prior to joining LPL Financial LLC, Kulvinder worked at Charles Schwab & Co., INC., Fidelity Brokerage Services LLC and E*TRADE Securities LLC. Kulvinder has passed the Uniform Combined State Law Examination, Uniform Securities Agent State Law Examination, Municipal Securities Principal Examination, Registered Options Principal Examination, General Securities Principal Examination, Securities Industry Essentials Examination, National Commodity Futures Examination and General Securities Representative Examination. Kulvinder is registered in California, Georgia, Nevada and Oregon.

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ADVISOR BIO

Kulwinder Mann has been in the financial services industry since January 22, 2008 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Kulwinder Mann holds a Series 7 and Series 63 license, as well as the SIE exam. Kulwinder Mann has previously been associated with Bank of America, N.A..

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ADVISOR BIO

Kun Qian is a financial advisor with over 17 years of experience in the financial services industry. Kun has been registered with Transamerica Financial Advisors, Inc. since 2012. Kun has experience in providing financial advice to individuals, corporations, and trusts. Kun has also worked as a financial advisor for World Group Securities, Inc. and Everest Group, LLC. Kun is licensed to sell securities in Arizona, California, Georgia, Illinois, Kentucky, Massachusetts, Michigan, New Jersey, and New York. Kun is also a registered investment advisor in California and Illinois.

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ADVISOR BIO

Kunal Sharma is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Kunal has been in the industry since June 2009 and has been registered with Fidelity Personal And Workplace Advisors since January 2024. Before joining Fidelity Personal And Workplace Advisors, Kunal was employed by WELLS FARGO CLEARING SERVICES, LLC and J.P. MORGAN SECURITIES LLC. Kunal has a Series 6, 7, 63 and 66 license. Kunal is licensed in Arizona, California, Massachusetts, Nevada, New Jersey and Texas. Kunal's specializations include: * Financial Planning * Portfolio Management for Individuals * Portfolio Management for Businesses * Selection of other Advisers * Educational Seminars

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ADVISOR BIO

Kunal Parmar is a registered representative with J.p. Morgan Securities LLC. Kunal is licensed in California. Kunal has experience in the securities industry and is currently based in the Oakland office.

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ADVISOR BIO

Kunal Gurunath Sukthankar is a registered representative with J.p. Morgan Securities LLC, a broker-dealer with more than 262,000 clients and over $50 billion in assets. Kunal has been in the financial industry since October 2021, providing financial and investment advice to individuals and businesses. Kunal holds the Series 63, SIE, and 79TO licenses.

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ADVISOR BIO

Kun-er Lu is a financial advisor with LPL Financial LLC. Kun-er has been in the financial services industry since May 2003. Kun-er is registered with the state of California and Texas. Kun-er has experience in providing financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Kun-er specializes in developing customized financial plans to help clients achieve their financial goals.

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ADVISOR BIO

Kunj Kashyap is a financial advisor who has been in the industry since 2019. Kunj is currently registered with Fidelity Personal And Workplace Advisors in California and Texas. Kunj previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in California. Kunj is a Series 66, Series 7TO, and SIE licensed financial advisor and specializes in providing financial planning, portfolio management and educational seminars.

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ADVISOR BIO

Kun Lin Chung is a registered representative at HSBC Securities (USA) Inc., with over 15 years of experience in the financial industry. Chung holds Series 66, Series 7 and SIE licenses. Chung is also a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc., where Chung engages in the sale of bank related products and services. This position is in conjunction with Chung's current role as a registered representative. Chung provides financial advice and investment services to individual clients.

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