Unclaimed
Mahima Kakani is a registered representative with J.P. Morgan Securities LLC. Mahima has been in the industry since October 2021. Mahima is registered in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.
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
10/25/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 07/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2021
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/18/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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