Unclaimed
Anusha Joly is a financial advisor with J.P. Morgan Securities LLC. Anusha has been in the industry since 2006, and is registered to provide securities and investment advisory services in all 50 states, the District of Columbia, and Puerto Rico. Anusha has held previous roles at RBS Securities Inc. and Citigroup Global Markets Inc. Anusha's focus is on providing comprehensive financial planning and portfolio management services to individuals, families, and businesses. Anusha is committed to helping clients achieve their financial goals through a personalized approach that takes into account their individual circumstances and objectives.
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
11/04/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
CT
11/02/2006 - 01/13/2014
RBS SECURITIES INC. (STAMFORD CT)
NY
09/15/2003 - 11/13/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 01/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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