Unclaimed
Sahar Louk is a registered representative with J.p. Morgan Securities LLC. Sahar has been in the industry since December 2008 and has experience working at Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Sahar is registered in 53 states and districts and holds Series 66, Series 7, Series 9, Series 10 and SIE licenses. Sahar's current firm, J.p. Morgan Securities LLC, provides financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisers.
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
06/18/2019 - Present
J.p. Morgan Securities LLC (Irvine CA)
CA
01/03/2011 - 06/03/2019
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
12/04/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (IRVINE CA)
BOTH
Issued 12/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/28/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2008
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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