Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abhishek? Claim Your ProfileAbhishek Vakil is a registered representative with J.P. Morgan Securities LLC and has been active in the industry since March 2012. Vakil holds the Series 7, Series 63, and Series 65 licenses. Vakil has a strong background in the financial services industry, working previously with E*TRADE Securities LLC and Fidelity Brokerage Services LLC. Vakil has a focus on providing financial planning and portfolio management services to individuals and businesses. Vakil is also registered as an investment adviser representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
04/06/2015 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
CA
06/12/2013 - 03/18/2015
E*TRADE SECURITIES LLC (PALO ALTO CA)
CA
02/27/2012 - 05/22/2013
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
IA
Issued 08/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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