Unclaimed
Stuti Mahajan is a financial advisor registered with J.P. Morgan Securities LLC. Stuti has been in the financial services industry since 2013. Stuti is registered with the state of Illinois as well as Texas and holds a Series 7, 6, 63 and 66 license. Stuti offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Stuti has previously worked for U.S. Bancorp Investments, Inc. and Chase Investment Services Corp. Stuti's primary office is located in Evanston, IL.
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
IL
05/09/2023 - Present
J.p. Morgan Securities LLC (Evanston IL)
IL
02/18/2016 - 03/13/2023
U.S. BANCORP INVESTMENTS, INC. (DEERFIELD IL)
IL
10/01/2012 - 05/19/2015
J.P. MORGAN SECURITIES LLC (NORTHBROOK IL)
IL
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NORTHBROOK IL)
BOTH
Issued 04/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Stuti Mahajan is the right advisor for you? Invested Better is here to help.