Unclaimed
Anita Misra is a registered representative with J.P. Morgan Securities LLC. Anita has Series 6, 63 and SIE licenses and is registered in California. Anita specializes in providing financial planning, pension consulting, selection of other advisers, and portfolio management for both businesses and individuals. Anita is located in the San Ramon, CA office of 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
10/19/2022 - Present
J.p. Morgan Securities LLC (SAN RAMON CA)
BC
Issued 12/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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