Kirandeep Kaur (CRD# 6676632) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Highlands, CA and has 1 year of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Highlands, CA | Dec 2023 - Current | < 1 |
Bank Of America, N.a. | North Highlands, CA | Dec 2023 - Current | < 1 |
Fathom Realty | Sacramento, CA | Mar 2023 - Dec 2023 | < 1 |
Oxford Priority Mortgage | Sacramento, CA | Mar 2020 - Jul 2023 | 3 |
Homesmart Icare Realty | Sacramento, CA | Feb 2022 - Mar 2023 | 1 |
Clear Channel Outdoor | Sacramento, CA | Jan 2023 - Feb 2023 | < 1 |
Edge Home Finance | Sacramento, CA | Jan 2019 - Mar 2020 | 1 |
American Pacific Mortgage | Sacramento, CA | Jun 2017 - Jan 2019 | 1 |
Northwestern Mutual | Bakersfield, CA | Jan 2016 - Apr 2017 | 1 |
Cal State University Of Bakersfield | Bakersfield, CA | May 2013 - Feb 2017 | 3 |
Abercrombie & Fitch Company | Bakersfield, CA | Aug 2014 - Feb 2015 | < 1 |
Michael Kors Stores California Inc. | Bakersfield, CA | Oct 2014 - Jan 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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