Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Surya? Claim Your ProfileSurya Gopineedi is a registered representative with J.P. Morgan Securities LLC and holds Series 7TO, SIE and Series 66 licenses. Surya Gopineedi has over 4 years of experience in the financial services industry. Previously, Surya Gopineedi worked at Morgan Stanley. Surya Gopineedi is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Surya Gopineedi is licensed in 53 states and offers financial planning, pension consulting, and selection of other advisers services.
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
06/12/2023 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
06/19/2019 - 06/13/2023
MORGAN STANLEY (San Francisco CA)
BOTH
Issued 10/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2019
SIE - Securities Industry Essentials 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
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