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JS

Jatinder Singh

RELIANCE CAPITAL MANAGEMENT ADVISORS LLC
Half Moon Bay, CA 94019
Some features on this profile are disabled
CRD#: 4948523
JS

Professional summary

Jatinder Singh is a registered financial professional currently at RELIANCE CAPITAL MANAGEMENT ADVISORS LLC located in Half Moon Bay, California.

Jatinder is registered as a RR (Registered Representative) and started their career in finance in 2005. Jatinder has worked at 1 firm and has passed the Series 66, Series 79TO, Series 57TO, Series 99TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jatinder Singh's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 25, 2005 - Present

RELIANCE CAPITAL MANAGEMENT ADVISORS LLC

Office #1: 18 Terrace Ave Miramar, Half Moon Bay, CA 94019
BD
CRD#: 131793
Half Moon Bay, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/5/2005)
RR
New York
(8/5/2005)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/4/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 12/29/2005
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 5/19/2005
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

RC
RELIANCE CAPITAL MANAGEMENT ADVISORS LLC
RELIANCE CAPITAL MANAGEMENT ADVISORS LLC

CRD#: 131793 / SEC#: , 8-66505

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
18 Terrace Ave - Miramar, Half Moon Bay, CA 94019
Mailing Address
18 Terrace Ave - Miramar, Half Moon Bay, CA 94019
Phone number
(650) 274-4653
Established
Delaware since 04/15/2004
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
SINGH, TEJINDERMEMBER AND MANAGER, FINOP, CHIEF COMPLIANCE OFFICER

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RELIANCE CAPITAL MANAGEMENT ADVISORS LLC

CRD#: 131793Half Moon Bay, CA 94019

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