Unclaimed
Ankush Sharma is a financial advisor registered with J.P. Morgan Securities LLC in GREAT NECK, NY. Ankush has been in the financial industry since 2008. Prior to joining J.P. Morgan Securities LLC, Ankush worked at Chase Investment Services Corp. Ankush has a Series 6, Series 63 and Series 6TO license. He is also registered with the states of California, Connecticut, Florida, New Jersey and New York. Ankush specializes in providing financial advice to individuals, corporations, insurance companies, pension plans, and charitable organizations.
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
11/12/2021 - Present
J.p. Morgan Securities LLC (GREAT NECK NY)
NY
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (MINEOLA NY)
NY
04/07/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (S. VALLEY STREAM NY)
BC
Issued 12/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/15/2021
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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