Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Farzana? Claim Your ProfileFarzana Siddiqi is a registered representative with J.P. Morgan Securities LLC, specializing in providing financial advice and services to a wide range of clients. Farzana has over 20 years of experience in the financial industry, having previously worked with Chase Investment Services Corp., Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, MetLife Securities Inc., and Metropolitan Life Insurance Company. Farzana holds the Series 6 and Series 63 licenses, as well as the SIE exam, demonstrating her commitment to staying current with industry regulations and best practices.
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
10/01/2012 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/03/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
12/15/2003 - 08/09/2010
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
WI
09/10/2001 - 06/21/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/10/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
01/17/2001 - 06/25/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/17/2001 - 06/25/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 01/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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