Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naman? Claim Your ProfileNaman Mahajan is a financial professional registered with J.P. Morgan Securities LLC. Naman holds Series 63, SIE, and Series 79TO licenses and has been in the industry since April 2021. Naman is registered in New York. J.P. Morgan Securities LLC is a large firm with more than $50 billion in assets under management, serving a variety of client types, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations.
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
04/23/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 04/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Naman Mahajan is the right advisor for you? Invested Better is here to help.
