Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghavi? Claim Your ProfileMeghavi Damani Rosean is a registered representative with J.P. Morgan Securities LLC, working with clients in the Palatine, Illinois area. Meghavi Damani Rosean has been working in the securities industry since December 2010 and joined J.P. Morgan Securities LLC in February 2015. Meghavi Damani Rosean has experience with several firms in the industry, including Citizens Securities, Inc., Santander Securities LLC and Chase Investment Services Corp.
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
IL
06/28/2018 - Present
J.p. Morgan Securities LLC (Palatine IL)
RI
02/08/2018 - 05/14/2018
CITIZENS SECURITIES, INC. (PROVIDENCE RI)
RI
08/16/2016 - 12/05/2017
SANTANDER SECURITIES LLC (PROVIDENCE RI)
IL
02/10/2015 - 06/13/2016
J.P. MORGAN SECURITIES LLC (HIGHLAND PARK IL)
IL
04/25/2007 - 12/19/2011
CHASE INVESTMENT SERVICES CORP. (STREAMWOOD IL)
BOTH
Issued 02/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/18/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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
Not sure Meghavi Rosean is the right advisor for you? Invested Better is here to help.
