Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Mehra is an investment professional with over 30 years of experience in the financial services industry. Neil is currently a Registered Representative at J.P. Morgan Securities LLC. Neil's previous experience includes roles at Wachovia Securities, LLC, Prudential Securities Incorporated, PaineWebber Incorporated, and E.F. Hutton & Company Inc. Neil holds Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) Exam. Neil is registered to provide investment advice in 39 states. Neil also provides entertainment services as a guitarist and is an employee of both JPMorgan Securities and JPMorgan Bank, offering various financial and banking products and services.
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
MA
08/25/2006 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MO
07/01/2003 - 07/12/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
09/01/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
04/03/1990 - 09/18/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/14/1988 - 04/12/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
03/25/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 08/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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