Unclaimed
Mohsin Shabbir Ajmanwala is a financial professional who has been in the industry since January 12, 2023. Mohsin is registered with J.p. Morgan Securities LLC and has passed both the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO). Mohsin's primary office is located in Newark, DE and is supervised from there.
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
DE
01/13/2023 - Present
J.p. Morgan Securities LLC (Newark DE)
BC
Issued 01/12/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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