Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaushik? Claim Your ProfileKaushik Parmar is a financial professional with over 15 years of experience in the industry. Kaushik has held positions at Chase Investment Services Corp. and NYLIFE Securities LLC. Kaushik currently holds a Series 6, Series 63, and SIE license and is registered to provide investment advice in Connecticut, New Jersey, and New York. Kaushik is associated with J.p. Morgan Securities LLC, a large firm based in New York, NY. J.p. Morgan Securities LLC is a registered investment advisor with more than $50 billion in assets under management. The firm serves individual, high-net-worth, institutional, and corporate clients and provides portfolio management, financial planning, and pension consulting services.
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
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2
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (EAST NORTHPORT NY)
NY
08/25/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HUNTINGTON NY)
NY
05/04/2007 - 08/07/2008
NYLIFE SECURITIES LLC (MELVILLE NY)
BC
Issued 06/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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