Hardeep Singh
Professional summary
Hardeep Singh, CFP®, who also goes by Sunny Singh, is a registered financial advisor currently at PK WEALTH ADVISORS located in San Francisco, California.
Hardeep is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Hardeep has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Hardeep Singh's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
June 30, 2025 - Present
PK WEALTH ADVISORS
September 28, 2020 - June 12, 2025
DELTA INVESTMENT MANAGEMENT, LLC
March 18, 2019 - September 10, 2020
WEDBUSH SECURITIES INC.
March 18, 2019 - September 10, 2020
WEDBUSH SECURITIES INC.
October 18, 2011 - March 20, 2019
WELLS FARGO CLEARING SERVICES, LLC
October 17, 2011 - March 20, 2019
WELLS FARGO CLEARING SERVICES, LLC
June 25, 2010 - October 14, 2011
CHASE INVESTMENT SERVICES CORP.
June 25, 2010 - October 14, 2011
CHASE INVESTMENT SERVICES CORP.
April 13, 2009 - June 30, 2010
WELLS FARGO INVESTMENTS, LLC
March 26, 2009 - June 30, 2010
WELLS FARGO INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/30/2025)
Exams
Series 7TO
Date: 3/16/2024
General Securities Representative ExaminationCurrent Firm
PK WEALTH ADVISORS
CRD#: 335676 / SEC#:
Contact information
Red Flags
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