Unclaimed
Vladimir Merkulyev arias is a financial advisor registered with J.p. Morgan Securities LLC. Vladimir is a registered representative and investment advisor representative. Vladimir's experience in the financial industry dates back to May 22, 2017. Vladimir has passed the Series 63, Series 6, and SIE exams. Vladimir holds active licenses in California, Connecticut, New Jersey, New York, and Vermont.
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
04/02/2019 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
06/14/2017 - 02/08/2019
PFS INVESTMENTS INC. (VALLEY STREAM NY)
NY
10/19/2015 - 12/31/2015
PFS INVESTMENTS INC. (BROOKLYN NY)
BC
Issued 09/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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