Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anand? Claim Your ProfileAnand Agarwal is a financial advisor with J.P. Morgan Securities LLC. Anand has over 7 years of experience in the financial services industry. Anand holds Series 63, SIE, and Series 79 licenses. Anand has worked at Cowen and Company and Citigroup Global Markets Inc. before joining J.P. Morgan Securities LLC.
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
CA
08/30/2022 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
04/17/2019 - 08/02/2022
COWEN AND COMPANY (San Francisco CA)
CA
07/07/2015 - 04/05/2018
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
BC
Issued 06/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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