Gurpreet
Khalsa
Mariner Independent
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About this Advisor
Gurpreet Khalsa is a financial advisor based in Orlando, Florida, working with Mariner Independent. Gurpreet has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Morgan Stanley Private Bank, N.A, Pace Wealth Advisors, and Mariner Platform Solutions. Gurpreet has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Gurpreet is part of Mariner Independent, which operates out of Orlando, Florida. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$4,345,628,317
102
8,802
$493,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Gurpreet Khalsa Work History
Pace Wealth Advisors
Mariner Platform Solutions
Morgan Stanley Private Bank, National Association
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Gurpreet Khalsa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Independent
Brookline, MA
Ramsey, NJ
Palos Verdes Peninsula, CA
Annapolis, MD
Florham Park, NJ
Manhattan Beach, CA
Thousand Oaks, CA
Newport Beach, CA
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