Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyson? Claim Your ProfileAlyson Shupe is a Financial Advisor with Goldman Sachs & Co. LLC, based in New York, NY. Alyson has been in the financial services industry since 2008 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Previously, Alyson was with J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. and JPMorgan Distribution Services, Inc., both based in New York, NY.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
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2
NY
01/05/2024 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
03/17/2021 - 12/20/2023
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)
NY
01/03/2013 - 03/17/2021
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
06/03/2011 - 01/04/2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
10/01/2008 - 06/01/2011
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/01/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 11/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/11/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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