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
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.