Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime L Shannon is a registered representative with Morgan Stanley. Jaime has been in the financial services industry since 2015. Jaime L Shannon has experience with FS Investment Solutions, LLC, and Morgan Stanley. Jaime holds Series 66, Series 24, Series 10, Series 9, SIE and Series 7 licenses. Currently, Jaime is registered with the state of Delaware for securities. Jaime is a financial professional that specializes in investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
DE
05/11/2022 - Present
Morgan Stanley (Greenville DE)
PA
02/07/2019 - 04/18/2022
FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)
NJ
04/24/2015 - 02/04/2019
MORGAN STANLEY (MARLTON NJ)
BOTH
Issued 10/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2019
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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