Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashmi? Claim Your ProfileAshmi Mehrotra is a financial professional with over 18 years of experience in the industry. Ashmi is currently registered with J.p. Morgan Institutional Investments Inc., and holds a Series 3, Series 7, and SIE licenses. Ashmi previously worked for J.P. Morgan Securities Inc. and is registered with the Securities and Exchange Commission (SEC) and FINRA.
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.
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.
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2
NY
11/02/2017 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
03/25/2005 - 12/04/2015
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
11/16/2001 - 07/09/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 06/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2024
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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