Unclaimed
Miroslav Pouev is a Registered Representative and Investment Adviser Representative with over 15 years of experience in the financial industry. Miroslav is currently affiliated with J.P. Morgan Securities LLC, where has been employed since October 2012. Miroslav has held a Series 66 license since March 2011. Prior to joining J.P. Morgan Securities LLC, Miroslav worked at CHASE INVESTMENT SERVICES CORP. from October 2007 to October 2012. Miroslav holds licenses in multiple states, including California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Texas, Vermont, Virginia, and Washington. Miroslav specializes in providing financial planning, pension consulting, and portfolio management services to a wide range of clients.
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
NJ
08/21/2020 - Present
J.p. Morgan Securities LLC (WESTWOOD NJ)
NJ
10/15/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WESTWOOD NJ)
BOTH
Issued 03/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
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
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