Unclaimed
Svetlana Kalantarova is a financial advisor with J.p. Morgan Securities LLC, with over 10 years of experience in the financial services industry. Svetlana has a Series 6 and Series 63 license, and has been registered as a broker in Connecticut, New Jersey, and New York. Prior to joining J.p. Morgan Securities LLC, Svetlana worked at Chase Investment Services Corp. Svetlana provides financial advice to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and labor unions. Her expertise includes investment management, financial planning, and retirement planning.
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
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (KEW GARDENS NY)
NY
09/18/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (KEW GARDENS NY)
BC
Issued 10/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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