Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Udit? Claim Your ProfileUdit Nagar is an active investment advisor representative for J.p. Morgan Securities LLC. Udit has been in the industry since March 21, 2011 and has worked for several well-known firms, including Citigroup Global Markets Inc. and BTIG, LLC. Udit is licensed in all 50 states and the District of Columbia. Udit has a Series 7, Series 63, Series 79 and a SIE license.
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
07/09/2024 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
11/10/2021 - 11/30/2023
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
05/01/2018 - 07/02/2021
BTIG, LLC (SAN FRANCISCO CA)
GA
03/05/2018 - 05/11/2018
FIFTH THIRD SECURITIES, INC. (ATLANTA GA)
GA
12/22/2014 - 02/22/2018
BRIDGE CAPITAL ASSOCIATES, INC. (Alpharetta GA)
CA
06/20/2007 - 05/04/2009
JEFFERIES & COMPANY, INC. (FOSTER CITY CA)
IL
07/18/2001 - 09/02/2003
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
NY
07/24/2000 - 04/19/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 05/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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