Unclaimed
Navdeep Singh is a financial advisor with J.P. Morgan Securities LLC. Navdeep has been in the industry since May 1, 2019 and has a combined total of 4 active registrations as both a Broker-Dealer and Investment Advisor. Navdeep has a Series 7TO, Series 66, and SIE license. Previous employers include AXA Advisors, LLC, Citigroup Global Markets Inc., and TD Private Client Wealth LLC. Navdeep specializes in providing financial advice to individuals, businesses, and institutions.
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
02/06/2025 - Present
J.p. Morgan Securities LLC (New York NY)
NY
09/09/2022 - 04/11/2023
CITIGROUP GLOBAL MARKETS INC. (FRANKLIN SQUARE NY)
NY
08/13/2019 - 08/19/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
03/12/2019 - 07/12/2019
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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