Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jitu? Claim Your ProfileJitu G Somaya is a financial professional with over 40 years of experience in the industry. Jitu is currently a registered representative with Oppenheimer & Co. Inc., a firm with a wide range of financial services offerings. Previously, Jitu worked for MFR Securities, Inc. and Grutal & Co. Incorporated. Jitu has a diverse background in the financial services industry and holds several licenses and certifications.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
08/14/2007 - Present
Oppenheimer & Co. Inc. (SAN FRANCISCO CA)
CA
08/23/2005 - 08/28/2007
MFR SECURITIES, INC. (SAN FRANCISCO CA)
NY
01/30/1997 - 08/30/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
06/04/1991 - 01/27/1997
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
06/20/1989 - 03/13/1990
DREXEL BURNHAM LAMBERT INCORPORATED
NA
11/12/1981 - 11/06/1987
PAINEWEBBER INCORPORATED
NA
09/26/1978 - 05/13/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
12/05/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 12/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/13/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/30/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 11/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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