Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sateja? Claim Your ProfileSateja Pradhan is a financial advisor at J.P. Morgan Securities LLC, a firm with over $249 billion in assets under management. Sateja holds Series 6 and Series 63 licenses, as well as the SIE, and has over a decade of experience in the financial services industry. Sateja has a strong track record of helping clients achieve their financial goals and is committed to providing personalized advice and exceptional service. Sateja is based in the Walnut Creek, California branch of J.P. Morgan Securities LLC and has been registered with the firm since 2012. Sateja specializes in financial planning, portfolio management, and selection of other advisors.
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
10/01/2012 - Present
J.p. Morgan Securities LLC (WALNUT CREEK CA)
CA
11/09/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CONCORD CA)
BC
Issued 11/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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