Kamaldeep Singh (CRD# 7066331) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New York, NY and has over 4 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | New York, NY | Mar 2024 - Current | < 1 |
| Securities America Advisors, Inc. | New York, NY | Mar 2024 - Current | < 1 |
| Bank Of America, N.a. | Great Neck, NY | Feb 2019 - Mar 2024 | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Great Neck, NY | Jan 2019 - Mar 2024 | 5 |
| Hunter College Cuny | New York, NY | Aug 2010 - Jan 2019 | 8 |
| Lexpark Group Corporation | Queens, NY | Dec 2014 - Mar 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- NY
-
Total Assets Under Management40,420MILLIONS
-
Total Number of Accounts211,150ACCOUNTS
-
Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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