Unclaimed
Diksha Annapurna is a registered representative with J.p. Morgan Securities LLC, licensed in California. Diksha has been in the industry since 2023 and holds Series 63, Series 6TO, and SIE licenses. Diksha specializes in financial planning, pension consulting, and selection of other advisors. J.p. Morgan Securities LLC is a well-established firm with over $50 billion in assets under management.
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
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CA
11/22/2023 - Present
J.p. Morgan Securities LLC (FREMONT CA)
BC
Issued 10/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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