Simarpreet Cheema (CRD# 7309042) is an Investment Advisor Representative working at Equitable Advisors, LLC in West Lafayette, IN and has over 3 years of experience in the finance industry.
CRD# 4121340
Lpl Financial LLC
CRD# 3107784
Osaic Wealth, Inc.
CRD# 1447515
Banker Investment Group
Company Name | Location | Dates | Years |
---|---|---|---|
Equitable Advisors, LLC | New York, NY | Nov 2020 - Current | 3 |
Unemployed | West Lafayette, IN | Jul 2020 - Oct 2020 | < 1 |
Unemployed | Kansas City, MO | Feb 2020 - Jun 2020 | < 1 |
Unemployed | Mumbai, | Dec 2019 - Jan 2020 | < 1 |
Conexao Technology Solutions | Mumbai, | Apr 2018 - Nov 2019 | 1 |
Unemployed | Mumbai, | Jul 2017 - Mar 2018 | < 1 |
Self Employed | Mumbai, | Jan 2015 - Jun 2017 | 2 |
Unemployed | Mumbai, | Dec 2014 - Jan 2015 | < 1 |
Sumitomo Corp. Of America | Houston, TX | Jan 2002 - Nov 2014 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- CA
- FL
- GA
- IL
- IN
- MI
- MO
- NC
- TX
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Total Assets Under Management29,776MILLIONS
-
Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- 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, 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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