Unclaimed
Gaurav Vohra is a financial advisor with J.P. Morgan Securities LLC. Gaurav has been in the industry since 2008 and holds several licenses and certifications, including Series 63, Series 24, Series 79, Series 87, and Series 86. Gaurav's previous experience includes working at Raymond James & Associates, Inc. Gaurav is registered to provide advisory services in 53 states. Gaurav specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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
08/26/2013 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
GA
09/12/2008 - 07/06/2011
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
BC
Issued 08/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/17/2009
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/08/2009
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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