Unclaimed
Hari Nair is a financial advisor with over 16 years of experience in the financial services industry. Hari has a wide range of experience including working at Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Hari is currently a registered representative with J.p. Morgan Securities LLC. Hari is registered to provide investment advice in 53 states and Washington, D.C., as well as providing investment advice in Illinois and Texas.
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
10/25/2023 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
08/19/2011 - 10/27/2023
CHARLES SCHWAB & CO., INC. (Chicago IL)
IL
01/08/2010 - 08/05/2010
FIDELITY BROKERAGE SERVICES LLC (ORLAND PARK IL)
IL
08/23/2005 - 02/05/2009
CHASE INVESTMENT SERVICES CORP. (DEERFIELD IL)
MN
03/16/2005 - 08/04/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/16/2005 - 08/04/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2005
Series 7 - General Securities 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
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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