Unclaimed
Suresh Khattar is a financial advisor with over 20 years of experience in the industry. Suresh is currently registered with J.p. Morgan Securities LLC. Previously, Suresh has worked with J.P. MORGAN SECURITIES INC. and FIFTH THIRD SECURITIES, INC. Suresh holds FINRA Series 7, 63 and 65 licenses as well as the SIE. Suresh is licensed to provide securities and investment advisory services in all 50 states and several US territories.
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
10/01/2008 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
02/26/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NAPERVILLE IL)
IL
04/16/2003 - 02/02/2007
FIFTH THIRD SECURITIES, INC. (ROLLING MEADOWS IL)
NY
09/10/1999 - 03/18/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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 Suresh Khattar is the right advisor for you? Invested Better is here to help.