Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geeta? Claim Your ProfileGeeta Kohli is a financial advisor with J.p. Morgan Securities LLC. Geeta Kohli has been in the financial services industry for over 15 years. Geeta Kohli has experience working with individual investors, corporations, and institutional clients. Geeta Kohli is licensed to provide financial advice in several states, including New York, Texas and more. Geeta Kohli is also a registered representative with FINRA and has passed the Series 6, 7, 9, 10, 63, and 66 exams. Geeta Kohli specializes in investment management, financial planning, and retirement planning.
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
11/25/2022 - Present
J.p. Morgan Securities LLC (Rockville Centre NY)
NY
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/24/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
02/26/2007 - 02/22/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 11/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/19/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/05/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
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NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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