Unclaimed
Nevin Athwal is a financial advisor at J.P. Morgan Securities LLC, a firm with a history of providing comprehensive investment services to individual investors and institutional clients. Nevin has a wealth of experience in the financial services industry, having worked with SMBC Nikko Securities America, Inc. prior to joining J.P. Morgan. Nevin is licensed in 53 states and has earned several industry credentials, including the Series 63, Series 52, and Series 79 exams, and the Securities Industry Essentials Examination (SIE).
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
11/21/2018 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
10/15/2016 - 10/04/2018
SMBC NIKKO SECURITIES AMERICA, INC. (NEW YORK NY)
BC
Issued 11/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/15/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
Not sure Nevin Athwal is the right advisor for you? Invested Better is here to help.