Anjali SinghCRD Number: 3159613
Current Firm: Park Avenue Securities LLC
Anjali Singh (CRD# 3159613) is an Investment Advisor Representative working at Park Avenue Securities LLC in Petaluma, CA and has over 22 years of experience in the finance industry. Anjali Singh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Polaris Wealth Advisory Group
Titus Wealth Management
Stifel, Nicolaus & Company, Incorporated
|Guardian Life Insurance Co Of America||Petaluma, CA||Jan 2014 - Current||7|
|Park Avenue Securities LLC||Petaluma, CA||Jan 2014 - Current||7|
|Guardian Life Insurance Co Of America||San Rafael, CA||Feb 2010 - Jan 2014||3|
|Park Avenue Securities LLC||San Rafael, CA||Feb 2010 - Jan 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
Total Assets Under Management7,580MILLIONS
Total Number of Accounts39,245ACCOUNTS
Average Account Value$193,157
- 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
- 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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