Unclaimed
Ilya Klets is a financial advisor with J.p. Morgan Securities LLC. Ilya is registered to provide investment advice in 53 states. Ilya is licensed to sell securities in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Ilya has been working in the financial services industry since January 13, 2022. Ilya holds the Series 63, 65, 79TO, and SIE licenses.
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
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2
CA
08/31/2023 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
BC
Issued 12/18/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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