Unclaimed
Nikhil Khosla is a financial advisor registered with J.P. Morgan Investment Management Inc. in New York. Nikhil is an active advisor with both FINRA and the SEC. Nikhil has worked in the financial services industry since 2014 and has experience working at Deutsche Bank Securities Inc. and JP Morgan Chase Bank. Nikhil is currently registered as a registered representative in Texas.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
02/26/2021 - Present
J.p. Morgan Investment Management Inc. (New York NY)
NY
03/25/2014 - 05/14/2019
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 03/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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