Unclaimed
Eugene Kevin O'Shea is a registered representative with J.p. Morgan Securities LLC. Eugene Kevin O'Shea has been in the industry since 1993. Eugene Kevin O'Shea has a wide range of experience, having worked for several firms, including Lehman Brothers Inc. and Morgan Stanley & Co., Incorporated. Eugene Kevin O'Shea has Series 63, Series 10, Series 24, SIE, and Series 7 licenses. Eugene Kevin O'Shea specializes in 1, 2, 4, 5, and 6.
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
NY
10/01/2008 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
07/06/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/08/1997 - 07/20/2006
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
08/18/1995 - 07/18/1997
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/10/1991 - 08/23/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 11/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1990
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
L
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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