Unclaimed
Ganesan Sundaram is an experienced financial professional with over 12 years of experience in the industry. Ganesan is currently registered with J.p. Morgan Securities LLC and has a strong track record of providing financial guidance to individuals, families, and businesses. Previously, Ganesan held positions at CMD Global Partners, LLC, Robert W. Baird & Co. Incorporated, Petsky Prunier Securities, LLC, Sawaya Segalas Securities, LLC, and Lazard Freres & Co. LLC. Ganesan's expertise spans various areas including investment banking, financial planning, and portfolio management. Ganesan is committed to providing personalized financial solutions tailored to each client's unique needs and goals.
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
IL
02/28/2024 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
01/26/2024 - 03/05/2024
CMD GLOBAL PARTNERS, LLC (CHICAGO IL)
IL
09/30/2020 - 12/31/2023
CMD GLOBAL PARTNERS, LLC (CHICAGO IL)
IL
01/19/2016 - 08/24/2020
ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)
NY
03/18/2014 - 01/25/2016
PETSKY PRUNIER SECURITIES, LLC (NEW YORK NY)
NY
05/10/2012 - 07/22/2013
SAWAYA SEGALAS SECURITIES, LLC (NEW YORK NY)
NY
12/13/2010 - 03/01/2012
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 12/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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