Unclaimed
Saman Lakhe is a financial advisor with J.p. Morgan Securities LLC in Strongsville, Ohio. Saman Lakhe has been in the industry since 2021 and is registered with FINRA and the state of Ohio. Saman holds Series 63, Series 6TO and SIE licenses. Prior to joining J.p. Morgan Securities LLC, Saman Lakhe was employed by THE HUNTINGTON INVESTMENT COMPANY in Wadsworth, Ohio. Saman specializes in various investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds. Saman Lakhe is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
11/30/2022 - Present
J.p. Morgan Securities LLC (STRONGSVILLE OH)
OH
03/19/2021 - 12/06/2022
THE HUNTINGTON INVESTMENT COMPANY (WADSWORTH OH)
BC
Issued 07/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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