Unclaimed
Tabassum Faizmohammad is a financial advisor with J.P. Morgan Securities LLC, a well-respected firm with a strong reputation for providing financial services to individuals and institutions. Tabassum has a proven track record of success in the financial services industry, having worked in the field since 2002. She holds a variety of licenses and certifications, including Series 6, Series 63, and SIE, which demonstrate her commitment to providing her clients with the highest level of service. Tabassum specializes in providing financial planning, portfolio management, and investment advisory services to individual investors and businesses. She is committed to helping her clients achieve their financial goals and is dedicated to providing them with personalized service and advice.
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
03/22/2022 - Present
J.p. Morgan Securities LLC (SCHAUMBURG IL)
IL
08/25/2021 - 01/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LISLE IL)
IL
10/01/2012 - 06/30/2021
J.P. MORGAN SECURITIES LLC (BLOOMINGDALE IL)
IL
04/25/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BLOOMINGDALE IL)
IL
03/20/2006 - 08/24/2009
CHASE INVESTMENT SERVICES CORP. (BLOOMINGDALE IL)
IL
07/06/2005 - 12/02/2005
CHASE INVESTMENT SERVICES CORP. (BLOOMINGDALE IL)
IL
07/18/2000 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 06/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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