Unclaimed
Joshua Memon is a registered representative with J.p. Morgan Securities LLC. Joshua has been in the securities industry since 2012 and has experience with a variety of firms, including Lincoln International LLC and Cantor Fitzgerald & Co. Joshua holds Series 7, 79 and 63 licenses as well as the SIE exam. Joshua is currently registered in 53 states and the District of Columbia.
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
02/08/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
IL
04/16/2020 - 02/05/2024
LINCOLN INTERNATIONAL LLC (CHICAGO IL)
NY
09/21/2018 - 04/15/2020
H2C SECURITIES INC. (NEW YORK NY)
NY
04/10/2012 - 03/08/2013
CANTOR FITZGERALD & CO. (NEW YORK NY)
BC
Issued 10/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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