Unclaimed
Neel Desai is a Financial Advisor at J.P. Morgan Securities LLC. Neel is licensed to provide financial advice in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Neel has been in the financial industry since August 2023 and has been registered with FINRA since August 2023. Neel specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Neel's firm is a well-respected and experienced financial services provider, with a strong track record of success in providing personalized financial advice.
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
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2
NY
08/10/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 08/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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BOX Exchange LLC
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Cboe BYX Exchange, Inc.
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Cboe BZX Exchange, Inc.
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Cboe C2 Exchange, Inc.
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Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
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Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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