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MC

Maanya Choksey

CRD#: 7955576
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MC
Maanya Choksey

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Maanya Choksey was a registered financial professional .

Maanya is a previously registered financial professional and started their career in finance in 2024. Maanya had worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 8, 2024 - May 21, 2025

JM FINANCIAL SECURITIES, INC.

BD
CRD#: 166504
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/3/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/24/2024
General Securities Representative Examination
General Industry/Product Exam

Current Firm


JF
JM FINANCIAL SECURITIES, INC.
JM FINANCIAL SECURITIES, INC.

CRD#: 166504 / SEC#: , 8-69218

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1325 Avenue Of The Americas 27th Floor, Office No. 2715, New York, NY 10019
Mailing Address
1325 Avenue Of The Americas 27th Floor, Office 2715, New York, NY 10019
Phone number
+1 (332) 900-4958
Established
Delaware since 06/19/2012
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
JM FINANCIAL OVERSEAS HOLDINGS PRIVATE LIMITEDOWNER162305
ABBRUZZESE, EMILY COPELANDFINOP4606343
DAS, ARUNAVA ALOKECEO6410826
HURD, JONATHAN SCOTTCHIEF COMPLIANCE OFFICER4159864
JHAVERI, ANKUR ASHWINDIRECTOR8041574

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JM FINANCIAL SECURITIES, INC.

CRD#: 166504

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