Unclaimed
Irfan Ladak is a financial professional with over 15 years of experience in the industry. Irfan has a broad range of experience at leading firms such as Goldman, Sachs & Co., Deutsche Bank Securities Inc., and Nomura Securities International, Inc. Irfan's current role is with J.P. Morgan Securities LLC, where Irfan has been since January 2023. Irfan holds FINRA Series 7 and 63 licenses and the SIE exam. Irfan has a strong track record of providing financial advice to a wide range of clients, including individuals, corporations, and institutions. Irfan specializes in portfolio management for businesses and individuals, as well as financial 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
01/20/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/28/2021 - 01/13/2022
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
CT
01/15/2020 - 10/07/2020
NATWEST MARKETS SECURITIES INC. (STAMFORD CT)
NY
10/16/2018 - 05/29/2019
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
CT
03/16/2015 - 05/14/2018
LIQUIDITY FINANCE LP (GREENWICH CT)
NY
02/21/2007 - 04/07/2014
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 03/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2007
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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