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Shabeen Rehman

J.p. Morgan Institutional Investments Inc.

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About Shabeen Rehman

Shabeen Rehman is a financial advisor who has been in the industry since 2014. Shabeen is currently registered with J.p. Morgan Institutional Investments Inc. Shabeen's previous experience includes working for J.P. MORGAN SECURITIES LLC. Shabeen holds Series 6, 7, and 63 licenses as well as the SIE exam. Shabeen is licensed to conduct business in District of Columbia, Illinois, Iowa, Maryland, Michigan, Minnesota, New York, North Dakota, Ohio, South Dakota, Virginia, and Wisconsin.

Firm Information

Shabeen Rehman is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Shabeen Rehman’s Registration & Firm History

NY

11/03/2015 - Present

J.p. Morgan Institutional Investments Inc. (New York NY)

NY

03/28/2014 - 11/18/2015

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/13/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/28/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shabeen Rehman.
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