Unclaimed
Natan Shcherb is a financial advisor with J.P. Morgan Securities LLC in Plano, Texas. Natan has been in the industry since January 14, 2008 and is registered with FINRA and the states of Arizona, Florida, Michigan, Missouri, Oklahoma, Pennsylvania, and Texas. Natan is a Series 6 and Series 63 licensed holder and holds the SIE exam certification.
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
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (PLANO TX)
TX
01/14/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PLANO TX)
BC
Issued 01/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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