Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dipendra? Claim Your ProfileDipendra Dev Bhatta is a financial advisor registered in Texas and holds the Series 63, Series 6TO and SIE licenses. Dipendra Dev Bhatta has been in the industry since 2023 and is currently employed with J.p. Morgan Securities LLC. Prior to that, Dipendra Dev Bhatta was employed with WELLS FARGO CLEARING SERVICES, LLC in Coppell, TX. Dipendra Dev Bhatta specializes in various areas including providing investment advice to individuals, businesses, high-net-worth individuals, charitable organizations, and insurance companies. Dipendra Dev Bhatta is associated with J.p. Morgan Securities LLC which has more than $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
1
2
TX
03/31/2023 - Present
J.p. Morgan Securities LLC (GRAPEVINE TX)
TX
01/14/2023 - 03/06/2023
WELLS FARGO CLEARING SERVICES, LLC (COPPELL TX)
BC
Issued 04/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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