Sunny Singh, CFP®

IAR at Delta Investment Management
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco Bay Area
Skills

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Bio

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Credentials

  • CERTIFIED FINANCIAL PLANNER TM
    CFP Board
    May, 2015
    - Nov, 2024

Experience

  • Delta Investment Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • IAR
      • Sep 2020 - Present

  • The PK Wealth Management
    • San Francisco Bay Area
    • Founder
      • Sep 2020 - Present

  • Wedbush Securities
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Vice President
      • Mar 2019 - Sep 2020

    • Senior Vice President
      • Mar 2019 - Sep 2020

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor - Vice President- Investments
      • Oct 2011 - Mar 2019

      Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/ NO BANK GUARANTEE/ MAY LOSE VALUE. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/ NO BANK GUARANTEE/ MAY LOSE VALUE.

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President - Investments - Financial Advisor
      • Jun 2010 - Oct 2011

Education

  • California State University-East Bay
    Bachelors of Science in Business Admin; Options: Finance and Corporate Management, Finance
    2005 - 2010
  • James Logan High School

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