Unclaimed
Mayoor Desai is a registered investment advisor representative with J.P. Morgan Securities LLC. Mayoor is licensed in several states, including California, Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, and New York. Mayoor has over 17 years of experience in the financial services industry. Mayoor specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Mayoor's previous experience includes positions at CHASE INVESTMENT SERVICES CORP., GUNNALLEN FINANCIAL, INC, S.W. BACH & COMPANY, and HARRISON SECURITIES, INC. Mayoor holds the Series 63, 66, and 7 licenses as well as the SIE exam.
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
04/18/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
11/29/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOWARD BEACH NY)
FL
04/30/2004 - 08/25/2004
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
04/27/2004 - 06/03/2004
S.W. BACH & COMPANY (PORT WASHINGTON NY)
NY
03/02/2004 - 04/27/2004
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
BOTH
Issued 12/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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