Unclaimed
Mohammad Omar Shaikh is an active investment advisor representative registered with FINRA and the state of New Jersey. Mohammad Omar Shaikh has been in the securities industry since 2023. Currently, Mohammad Omar Shaikh is registered with J.p. Morgan Securities LLC and has held prior registrations with J.P. MORGAN SECURITIES LLC. Mohammad Omar Shaikh is licensed in Connecticut, New Jersey, and New York. Mohammad Omar Shaikh has passed the Uniform Securities Agent State Law Examination (Series 63), the Investment Company Products/Variable Contracts Representative Examination (Series 6TO), and the Securities Industry Essentials Examination (SIE).
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
03/22/2024 - Present
J.p. Morgan Securities LLC (Berkeley Heights NJ)
NJ
03/24/2023 - 07/12/2023
J.P. MORGAN SECURITIES LLC (SOUTH PLAINFIELD NJ)
BC
Issued 04/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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