Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shikha? Claim Your ProfileShikha Goyal-allain is an active investment advisor representative who has been in the industry for less than a year. Shikha is currently registered with J.p. Morgan Securities LLC and has been with the firm since September 2023. Shikha is registered with the Securities Industry Essentials Examination (SIE) and has taken the Uniform Securities Agent State Law Examination (Series 63) and General Securities Principal Examination (Series 24). Shikha is registered with the firm in all 50 states and the District of Columbia. J.p. Morgan Securities LLC manages over $249 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension funds. The firm provides a wide range of investment services, including 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
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CA
09/18/2023 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
BC
Issued 10/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/18/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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