Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amit? Claim Your ProfileAmit Vaid is a financial advisor with over 8 years of experience in the financial services industry. Amit currently works at J.P. Morgan Securities LLC as a registered representative and holds Series 7 and Series 66 licenses. Before joining J.P. Morgan Securities LLC, Amit worked at Citigroup Global Markets Inc. and Credit Suisse Securities (USA) LLC. Amit specializes in providing financial advice to individuals, corporations, and high-net-worth clients. Amit is committed to helping clients achieve their financial 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.
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
05/21/2018 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
07/31/2015 - 05/24/2018
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/02/2010 - 07/13/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 06/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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