Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anand? Claim Your ProfileAnand Shankar is a registered representative with J.p. Morgan Securities LLC in San Jose, California. Anand specializes in investment management services and is licensed to provide financial planning services. Anand has a Series 63 license, which is a state exam requirement for securities agents. Anand also holds Series 6TO and SIE licenses. Anand has been in the industry since January 7, 2022 and is active in the State of California. Anand has passed the Uniform Securities Agent State Law Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination.
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
01/08/2022 - Present
J.p. Morgan Securities LLC (SAN JOSE CA)
BC
Issued 01/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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