Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaaran? Claim Your ProfileKaaran Patel is a registered representative with J.p. Morgan Securities LLC, located in Houston, TX. Kaaran has been in the industry since October 2022 and holds the Series 63, 79TO and SIE licenses. Kaaran is registered in 53 states, including Alabama, Alaska, Arizona, and Arkansas, among others. Kaaran specializes in 1, 2, 4, 5, and 6 financial products.
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
TX
10/02/2022 - Present
J.p. Morgan Securities LLC (Houston TX)
BC
Issued 12/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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