Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rajshree? Claim Your ProfileRajshree Lal is an Investment Advisor Representative at J.P. Morgan Securities LLC. Rajshree Lal has been in the industry since April 10, 2023 and has passed both the Securities Industry Essentials (SIE) and the Operations Professional (Series 99TO) exam. J.P. Morgan Securities LLC is a large financial services firm that offers a variety of products and services to individuals, businesses, and institutions. The firm is known for its strong reputation and its commitment to providing its clients with high-quality financial advice.
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
NJ
04/11/2023 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
BC
Issued 04/11/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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