Unclaimed
Carl E. Shanosk is a registered representative with J.P. Morgan Securities LLC. Carl has been in the industry since January 5, 2017, and has a Series 99 and SIE license. Carl's specializations include financial planning, portfolio management, and pension consulting. Carl is located at the J.P. Morgan Securities LLC office in Plano, TX.
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
TX
01/06/2017 - Present
J.p. Morgan Securities LLC (Plano TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Carl Shanosk is the right advisor for you? Invested Better is here to help.