Sarbjit Kaur (CRD# 6982145) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 4 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | White Plains, NY | Jul 2021 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | White Plains, NY | Aug 2019 - Jul 2021 | 1 |
| Bank Of America N.a. | White Plains, NY | Aug 2019 - Jul 2021 | 1 |
| J.p. Morgan Securities LLC | Richmond Hill, NY | Oct 2018 - Aug 2019 | < 1 |
| J.p. Morgan Chase Bank, N.a. | Richmond Hill, NY | Oct 2018 - Aug 2019 | < 1 |
| Pfs Investment Inc. | S. Ozone Park, NY | Jun 2018 - Oct 2018 | < 1 |
| Primerica Financial Services | S. Ozone Park, NY | Jan 2018 - Oct 2018 | < 1 |
| Td Bank N.a. | S Richmond Hill, NY | Aug 2017 - May 2018 | < 1 |
| Unemployed | Queens Village, NY | Aug 2016 - Jul 2017 | < 1 |
| Paris Jewellers | Edmonton, | Jun 2016 - Jul 2016 | < 1 |
| Td Canada Trust | Edmonton, | Mar 2016 - May 2016 | < 1 |
| Pc Financial / Cibc | Grand Prairie, | Nov 2015 - Feb 2016 | < 1 |
| Walmart | Grand Prairie, | Sep 2015 - Oct 2015 | < 1 |
| Unemployed | Toronto, | Jun 2015 - Aug 2015 | < 1 |
| Nco Financial | Toronto, | Jan 2015 - May 2015 | < 1 |
| Bls International | Toronto, | Sep 2014 - Jan 2015 | < 1 |
| Unemployed | Toronto, | May 2014 - Aug 2014 | < 1 |
| Narsee Monjee Institute Of Management Studies | Mumbai, | Jun 2012 - Jun 2014 | 2 |
| Concordia University - John Molson School Of Business | Montreal, | Sep 2012 - Apr 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- NY
- TX
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Total Assets Under Management726,706MILLIONS
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Total Number of Accounts1,509,611ACCOUNTS
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Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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