Unclaimed
Zhivana Sarran is a financial advisor with J.P. Morgan Securities LLC, based in Upper Montclair, NJ. Zhivana has over a decade of experience in the industry and has a strong understanding of a wide range of investment products and services. Zhivana holds the Series 6, Series 63 and SIE licenses. She is also registered to provide investment advice in multiple states including California, Connecticut, Florida, New Jersey, and New York. Prior to joining J.P. Morgan Securities LLC, Zhivana held positions at LPL Financial LLC, Santander Securities LLC and PNC Investments.
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
NJ
11/02/2022 - Present
J.p. Morgan Securities LLC (UPPER MONTCLAIR NJ)
NJ
06/21/2022 - 08/17/2022
LPL FINANCIAL LLC (PARAMUS NJ)
NJ
09/27/2018 - 10/19/2021
J.P. MORGAN SECURITIES LLC (SHORT HILLS NJ)
NJ
07/02/2015 - 11/22/2017
SANTANDER SECURITIES LLC (CEDAR GROVE NJ)
NJ
10/25/2010 - 01/09/2015
PNC INVESTMENTS (LITTLE FALLS NJ)
BC
Issued 01/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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