Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mohit? Claim Your ProfileMohit Kumar is a registered investment advisor representative with J.P. Morgan Securities LLC. Mohit has been in the industry since 2005 and holds a Series 6, 7, 26, 63, and 65 licenses. Mohit has experience working with high-net-worth individuals, corporations, and other businesses, as well as pension and profit-sharing plans. Mohit specializes in providing investment advisory services, including portfolio management, financial planning, and selection of other advisors. Mohit previously worked at Chase Investment Services Corp. and PFS Investments Inc.
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
07/08/2015 - Present
J.p. Morgan Securities LLC (NANUET NY)
NY
05/21/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SUFFERN NY)
GA
04/11/2005 - 05/22/2008
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2005
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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