Unclaimed
Brian Chelliah is an active broker and investment advisor representative. Brian is registered with J.P. Morgan Securities LLC. Brian has been in the industry since April 2001 and is registered in 18 states. Brian is a licensed Series 66, Series 31, and Series 7 representative. Brian has experience at several financial institutions, including Chase Investment Services Corp, BANC One Securities Corporation, and Morgan Stanley DW Inc. Brian has a history of providing investment advice and services to a variety of clients, including individuals, corporations, and institutional clients.
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
KY
07/29/2021 - Present
J.p. Morgan Securities LLC (LOUISVILLE KY)
KY
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LOUISVILLE KY)
IL
11/13/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
04/09/2001 - 10/29/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 5/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/15/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 4/6/2001
Series 7 - General Securities Representative 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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