Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Minal? Claim Your ProfileMinal Rathi is a financial professional with a strong commitment to serving her clients. Minal is a registered representative with J.P. Morgan Securities LLC and has been active in the financial services industry since January 2020. Minal is dedicated to providing investment advice and financial planning solutions tailored to the specific needs of her clients. She has a comprehensive understanding of the financial markets and is well-equipped to guide her clients toward achieving their financial goals. Minal's expertise in various financial products and services allows her to offer personalized advice and recommendations that address her clients' unique circumstances.
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
TX
01/10/2020 - Present
J.p. Morgan Securities LLC (ALLEN TX)
BC
Issued 12/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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