Unclaimed
Natasha Shahani is an investment advisor with J.P. Morgan Securities LLC. Natasha has been in the industry since 2010. Her primary office is located in Orlando, Florida. Natasha is registered to provide advisory services in 53 states. She has Series 63, SIE, and Series 79 licenses.
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
FL
11/16/2010 - Present
J.p. Morgan Securities LLC (Orlando FL)
BC
Issued 01/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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