Unclaimed
Parveen Sultana is a financial advisor registered with J.P. Morgan Securities LLC. Parveen has been in the industry since 2002 and holds licenses for Series 6 and Series 63 exams. Parveen is registered to provide investment advice in several states, including California, Florida, Illinois, Massachusetts, Michigan, South Carolina, Texas, and Wisconsin. Parveen's previous experience includes Chase Investment Services Corp. and Banc One Securities Corporation. Parveen specializes in providing investment advice to a variety of clients, including individuals, corporations, high-net-worth individuals, and charitable organizations.
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
IL
10/01/2012 - Present
J.p. Morgan Securities LLC (NAPERVILLE IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NAPERVILLE IL)
IL
04/09/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 04/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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