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JG

Jasveer S. Gosal

INTEGRAL WEALTH SECURITIES
Toronto, M5H 3M7
Some features on this profile are disabled
CRD#: 7401973
JG
Jasveer Singh GosalINTEGRAL WEALTH SECURITIES

Professional summary

Jasveer Singh Gosal is a registered financial professional currently at INTEGRAL WEALTH SECURITIES LLC .

Jasveer is registered as a RR (Registered Representative) and started their career in finance in 2021. Jasveer has worked at 2 firms and has passed the Series 63, Series 7TO and Series 24 exams.

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 Jasveer Singh Gosal's CRS (Customer Relationship Summary).
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 29, 2026 - Present

INTEGRAL WEALTH SECURITIES LLC

Office #1: 181 University Ave. Suite 1600, Toronto, M5H 3M7
BD
CRD#: 36143
Toronto,
Past

August 9, 2021 - October 21, 2024

BMO NESBITT BURNS SECURITIES LTD.

BD
CRD#: 44057
Toronto, Ontario,

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 8/20/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/8/2021
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/25/2021
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IW
INTEGRAL WEALTH SECURITIES LLC
AMERA SECURITIES LLC | SHIPLEY RAIDY CAPITAL PARTNERS, LP | SHIPLEY RAIDY CAPITAL PARTNERS, LLC | SHIPLEY RAIDY CAPITAL CORPORATION | INTEGRAL WEALTH SECURITIES LLC | ARIANE CAPITAL PARTNERS LLC

CRD#: 36143 / SEC#: , 8-47026

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
200 Vesey St. 24th Floor, New York, NY 10281
Mailing Address
200 Vesey St. 24th Floor, New York, NY 10281
Phone number
(888) 799-8856
Established
Pennsylvania since 01/01/2002
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (27 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AMERA HOLDINGS LLCDIRECT OWNER
GIBSON, JOHNCEO/CCO7661898
PETERS, ROBERT WILLIAMFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1704577

Disclosures

Regulatory Event2

Red Flags

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Company Information

INTEGRAL WEALTH SECURITIES LLC

CRD#: 36143Toronto, M5H 3M7

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