Unclaimed
Anish Suresh Bharwani is a financial professional with over 2 years of experience in the industry. Anish is currently registered with J.P. Morgan Securities LLC, a large investment firm with over $50 billion in assets under management. Anish holds the Series 7, Series 63, Series 79, and SIE licenses. Anish has a proven track record of success in the financial services industry, and is committed to providing clients with personalized financial advice and guidance.
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
07/23/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
FL
12/06/2022 - 07/18/2024
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 08/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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