Unclaimed
Gita Chopra is a financial advisor with over 20 years of experience in the industry. Gita has a strong track record of success in providing investment advice to a wide range of clients, including individuals, families, corporations and institutions. Currently, Gita is associated with J.P. Morgan Securities LLC, where she provides financial planning and investment management services. Gita has a broad range of experience in the industry having worked with Chase Investment Services Corp and Banc One Securities Corporation before joining J.P. Morgan Securities LLC. Gita is a highly qualified professional who is dedicated to helping her clients achieve their financial 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
10/01/2012 - Present
J.p. Morgan Securities LLC (WHEATON IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WHEATON IL)
IL
09/27/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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