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Harjit Kaur Arora

Ibn Financial Services, Inc.

Liverpool, NY

Hutto, TX

CRD 3065406

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Employer firm

Ibn Financial Services, Inc. CRD 42360

$87.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Ibn Financial Services, Inc.

404 Old Liverpool Rd, Liverpool, NY 13088 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-16
  • NY RA
    APPROVED
    Since 2021-07-16

Branch Locations

404 Old Liverpool Rd, Liverpool, NY 13088 • United States

Hutto, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ibn Financial Services, Inc. Syracuse NY 11/2001 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-07-11
S63 Uniform Securities Agent State Law Examination 1998-06-23
  • S65 Uniform Investment Adviser Law Examination
    2001-07-11
  • S63 Uniform Securities Agent State Law Examination
    1998-06-23

View on SEC IAPD

Nearby Firms

IBN ADVISORY SERVICES, INC.
S.E.E.D. PLANNING GROUP, LLC
LPL FINANCIAL LLC

Nearby Investors

ROBERT MARK STAR
JAMES LEONARD VAN GROUW
Drew Morgan Marinelli

Nearby Offices

IBN ADVISORY SERVICES, INC. · LIVERPOOL, NY
S.E.E.D. PLANNING GROUP, LLC · Syracuse, NY
LPL FINANCIAL LLC · LIVERPOOL, NY

More in Liverpool, NY

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