Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaden? Claim Your ProfileJaden Potts is a registered representative and investment advisor representative with Neuberger Berman BD LLC. Jaden has been in the industry for 2 years, primarily working with Neuberger Berman. Jaden has a Series 7TO, Series 63 and Series 66 license. Jaden is registered in Illinois and New York. Before joining Neuberger Berman, Jaden worked at Calamos Financial Services LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
IL
05/24/2023 - Present
Neuberger Berman BD LLC (CHICAGO IL)
IL
06/17/2022 - 05/23/2023
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
BOTH
Issued 03/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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