Unclaimed
Madiha Kayani is a financial advisor at LPL Financial LLC. Madiha is registered with the state of New York and is a registered representative and investment advisor. Madiha has been in the financial industry since May 2012. She is a licensed Series 6, 7, 63 and 66 registered representative. Madiha's previous experience includes working at J.P. Morgan Securities LLC and Chase Investment Services Corp. Madiha can help individuals and families with their financial planning needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NY
07/05/2022 - Present
LPL Financial LLC (JAMAICA NY)
NY
09/07/2022 - 10/04/2023
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (JAMAICA NY)
NY
10/01/2012 - 07/06/2022
J.P. MORGAN SECURITIES LLC (YONKERS NY)
NY
05/16/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MOUNT VERNON NY)
BOTH
Issued 10/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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