Unclaimed
Tadeh Grigorian is a financial professional with over 20 years of experience in the industry. Tadeh currently works as an advisor for J.P. Morgan Securities LLC and has previously held positions at Citigroup Global Markets Inc., Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America Investment Services, Inc. Tadeh holds Series 6, 7, 63, and 66 licenses and is a registered representative in California, New York, and Texas.
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
06/06/2024 - Present
J.p. Morgan Securities LLC (Encino CA)
CA
01/29/2020 - 04/18/2024
CITIGROUP GLOBAL MARKETS INC. (SHERMAN OAKS CA)
CA
11/27/2017 - 01/30/2020
WELLS FARGO CLEARING SERVICES, LLC (STUDIO CITY CA)
CA
10/23/2009 - 11/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
06/16/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WESTLAKE CA)
BOTH
Issued 05/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2004
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
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