Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amit? Claim Your ProfileAmit Shah is a financial advisor at Edward Jones. Amit has been in the financial industry since October 27, 2006. Amit is registered with FINRA as a Registered Representative and with the state of California as an Investment Advisor Representative. Amit is a Series 7 and Series 66 licensed professional and has a strong track record of success in helping clients achieve their financial goals. Prior to joining Edward Jones, Amit was a financial advisor at TIAA-CREF Individual & Institutional Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp., NatCity Investments, Inc., and Pruco Securities, LLC. Amit is committed to providing personalized financial advice to help clients achieve their goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
08/23/2023 - Present
Edward Jones (LOS ANGELES CA)
CA
09/21/2016 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LOS ANGELES CA)
CA
03/06/2012 - 09/19/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STUDIO CITY CA)
CA
03/02/2011 - 02/29/2012
CHASE INVESTMENT SERVICES CORP. (LOS ANGELES CA)
IL
07/18/2008 - 05/22/2009
NATCITY INVESTMENTS, INC. (SPRINGFIELD IL)
IL
06/22/2004 - 12/21/2007
PRUCO SECURITIES, LLC. (NAPERVILLE IL)
BOTH
Issued 09/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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