Unclaimed
Amir Rahimi is a financial professional with over 10 years of experience in the industry. Amir is currently registered with J.p. Morgan Securities LLC in Wilmette, IL, and is licensed to provide investment advice in Colorado, Florida, Illinois, Ohio, Utah, Wisconsin, and Wyoming. Prior to joining J.p. Morgan Securities LLC, Amir worked for CHASE INVESTMENT SERVICES CORP. in Lincolnwood, IL. Amir holds Series 6, 7TO, 63, and 66 licenses. Amir focuses on working with individuals, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Amir is a financial advisor and provides financial planning services, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
IL
06/06/2019 - Present
J.p. Morgan Securities LLC (WILMETTE IL)
IL
12/24/2008 - 01/10/2011
CHASE INVESTMENT SERVICES CORP. (LINCOLNWOOD IL)
BOTH
Issued 05/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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