Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devang? Claim Your ProfileDevang Joshi is an investment professional with a focus on financial planning and portfolio management. Devang is registered with FINRA and holds the Series 79TO, SIE and Series 63 licenses. Devang has been in the financial industry since 2023. Devang currently works for J.P. Morgan Securities LLC, which is a leading financial services firm with a strong track record of providing comprehensive financial solutions to individual 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
NY
08/07/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 08/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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