Invested Better
Portfolio Management for Businesses Advisors in South Richmond Hill, New York
8 Results
Unclaimed

Fidelity Personal AND Workplace Advisors

location

SOUTH RICHMOND HILL, NY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Alain Mahase is an investment advisor representative with Fidelity Personal And Workplace Advisors. Alain has been in the securities industry for over 10 years. Alain is registered with the state of New York, and has been a registered representative since 2007. Alain has Series 6, 7, 63 and 66 licenses, and also holds a Series SIE license. TD Ameritrade, Inc. and Chase Investment Services Corp. are among Alain's previous employers. Alain is also the officer of a West Indian grocery store, Al's Marketplace Inc.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Santander Securities LLC

location

South Richmond Hill, NY

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Anne Ramraj is a registered representative with Santander Securities LLC and is licensed in New York. Anne has been in the industry since 2013 and has a Series 6, Series 63, and SIE license. Anne specializes in providing investment advice and financial planning services to individuals, corporations, and trusts. She is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

SOUTH RICHMOND HILL, NY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Ramsumair is a registered representative with J.p. Morgan Securities LLC and has been in the industry since 2023. Christopher has a Series 63, Series 6TO, and SIE licenses. Christopher specializes in providing investment advisory services to individuals, high net worth individuals, insurance companies, charitable organizations, corporations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

SOUTH RICHMOND HILL, NY

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Devi Lisa Hariprasad is a financial advisor associated with J.P. Morgan Securities LLC. Devi Lisa Hariprasad has been in the industry since February 9, 2014. Devi Lisa Hariprasad holds the Series 6, Series 63 and SIE licenses and is registered in Connecticut, Florida, New Jersey, and New York.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

SOUTH RICHMOND HILL, NY

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Julian D. Naiken is a registered representative with J.p. Morgan Securities LLC. Julian has been in the securities industry for six years. Julian is registered in 32 states for both Broker-Dealer and Investment Advisor activity. Julian is a Series 7, 6, 63 and 66 licensed professional. Julian has experience with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, insurance companies, labor unions, and pension and profit sharing plans. Julian's previous firm was Santander Securities LLC. Julian has a history of working for financial institutions including Santander Bank, NA, Citibank, N.A., and New York Community Bank.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

SOUTH RICHMOND HILL, NY

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ofer Albaz is an investment advisor with over 20 years of experience in the financial services industry. Ofer is currently registered with J.P. Morgan Securities LLC in New York, New Jersey and Texas. Ofer has previously worked for several other firms, including Chase Investment Services Corp., Glendale Securities, Inc., Marquis Financial Services, Inc., Benson York Group, Inc. and Joseph Dillon & Company Inc. Ofer has a wide range of experience and expertise in financial planning, portfolio management, and investment advisory services. Ofer is committed to providing clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

SOUTH RICHMOND HILL, NY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Vanessa Narain is a financial professional with J.P. Morgan Securities LLC. Vanessa is licensed in Connecticut, New Jersey, and New York. Vanessa is a Series 63, Series 6TO, and SIE licensed professional. Vanessa has been in the industry since December 8, 2022.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

SOUTH RICHMOND HILL, NY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Vishal Ananda Budhram is a financial advisor with J.P. Morgan Securities LLC. Vishal has been in the industry since 2011. Vishal has a Series 6, Series 63 and SIE license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals