Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neesha? Claim Your ProfileNeesha Khanna is a registered representative with J.p. Morgan Securities LLC, where she has worked since 2019. Neesha has over 10 years of experience in the financial services industry. Before joining J.p. Morgan Securities, Neesha Khanna worked at CREDIT SUISSE SECURITIES (USA) LLC. Neesha holds a Series 7, Series 63, Series 86, Series 87 and SIE licenses, in addition to the Uniform Investment Adviser Law Examination. Neesha Khanna is registered to provide investment advisory services in multiple states including New Jersey, Texas, and all other states.
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
NJ
02/20/2024 - Present
J.p. Morgan Securities LLC (Summit NJ)
NY
10/11/2013 - 07/11/2018
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
IA
Issued 02/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2014
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/06/2013
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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