Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bevan? Claim Your ProfileBevan Poyyak is a financial advisor with J.P. Morgan Securities LLC. Bevan is registered with the state of California as an investment advisor representative and has been in the industry since 2019. Bevan has a total of 25 approved SRO registrations and 5 approved state registrations. Bevan has passed the Series 63, Series 66, and Series 7 exams. Bevan has a wide range of experience in the financial services industry and has a strong track record of success. Bevan is committed to providing clients with personalized financial advice and services that meet their individual needs.
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
CA
04/29/2021 - Present
J.p. Morgan Securities LLC (PLACENTIA CA)
BOTH
Issued 03/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2018
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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