Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sahar? Claim Your ProfileSahar Babaknia is a registered investment advisor representative with J.p. Morgan Securities LLC, with over 15 years of experience in the industry. Sahar is licensed in several states and is also a registered investment advisor in California and Texas. Sahar has previously held positions with IDB Capital Corp., Chase Investment Services Corp., WAMU Investments, Inc., and Ameriprise Financial Services, Inc. Sahar specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Sahar has a wide range of experience working with different clients including individuals, high-net-worth individuals, corporations, 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
CA
12/12/2022 - Present
J.p. Morgan Securities LLC (Los Angeles CA)
CA
03/08/2011 - 10/28/2022
IDB CAPITAL CORP. (BEVERLY HILLS CA)
CA
05/02/2009 - 03/03/2011
CHASE INVESTMENT SERVICES CORP. (BEVERLY HILLS CA)
CA
08/29/2007 - 05/02/2009
WAMU INVESTMENTS, INC. (LOS ANGELES CA)
CA
02/16/2007 - 04/04/2007
AMERIPRISE FINANCIAL SERVICES, INC. (LOS ANGELES CA)
CA
11/06/2006 - 12/19/2006
AMERIPRISE FINANCIAL SERVICES, INC. (LOS ANGELES CA)
IA
Issued 12/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2006
Series 7 - General Securities 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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