Unclaimed
Amita Sheth is a financial advisor with J.P. Morgan Institutional Investments Inc. Amita has been in the industry since 2002 and holds a Series 3, Series 7, and Series 66 license. Amita has worked for several firms including PIMCO Investments LLC, Allianz Global Investors Distributors LLC, MetLife Investors Distribution Company, and UBS Financial Services Inc. Amita is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
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.
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.
1
2
IL
02/10/2022 - Present
J.p. Morgan Institutional Investments Inc. (CHICAGO IL)
CA
02/14/2011 - 01/13/2022
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
CA
04/15/2008 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
CA
12/11/2004 - 04/04/2008
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
CA
07/13/2004 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
NJ
09/20/2002 - 06/15/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2008
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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