Unclaimed
Romesh Sedha is a financial advisor with over 20 years of experience in the industry. Romesh is currently registered with J.P. Morgan Securities LLC, a firm with more than $50 billion in assets under management. Previously, Romesh was also registered with Chase Investment Services Corp. and Banc One Securities Corporation. Romesh has passed the Series 6 and SIE exams and holds a license to sell securities in Ohio.
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
10/01/2012 - Present
J.p. Morgan Securities LLC (GAHANNA OH)
OH
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GAHANNA OH)
IL
10/15/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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