Unclaimed
Ami Rajeshkumar Vyas is a financial advisor at J.P. Morgan Securities LLC. Ami is registered with the state of Texas and has been in the industry since 2017. Ami has experience working with high net worth individuals, corporations, and other businesses. Ami holds Series 6, 7, 63, and SIE licenses. Ami provides financial planning, pension consulting, and portfolio management services for individuals and businesses.
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
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2
TX
05/26/2023 - Present
J.p. Morgan Securities LLC (ARLINGTON TX)
MI
11/06/2017 - 09/05/2019
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
BC
Issued 06/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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