Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preetham? Claim Your ProfilePreetham Dhivakar is a financial advisor registered with J.P. Morgan Securities LLC and has been working in the financial services industry since 2013. Preetham is currently registered with the state of New Jersey, New York, and Texas to provide both brokerage and investment advisory services. Preetham specializes in providing financial advice to high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Preetham Dhivakar's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and Northwestern Mutual Investment Services, LLC.
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
10/21/2022 - Present
J.p. Morgan Securities LLC (White Plains NY)
NY
12/02/2014 - 09/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
NJ
05/14/2013 - 10/22/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PARAMUS NJ)
BOTH
Issued 02/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2013
Series 6 - Investment Company Products/Variable Contracts 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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