Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Elkhatib is an investment advisor representative with J.P. Morgan Securities LLC, registered with the state of Ohio, Texas, and 49 additional states. Richard has been in the industry since January 27, 2014. Prior to joining J.P. Morgan Securities LLC, Richard worked for NYLIFE Securities LLC and PRUCO Securities, LLC. Richard has passed Series 6, Series 7, SIE and Series 66 exams. Richard also holds a Series 24 license. Richard can assist clients with financial planning, pension consulting, and selection of other advisors. Richard is a registered investment advisor in Ohio and 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.
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
OH
02/02/2017 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
02/11/2010 - 10/03/2012
NYLIFE SECURITIES LLC (DUBLIN OH)
OH
10/07/2009 - 12/15/2009
PRUCO SECURITIES, LLC. (COLUMBUS OH)
BOTH
Issued 12/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/6/2009
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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