Unclaimed
Kevin Sheehan is a financial advisor with J.P. Morgan Securities LLC. Kevin has been in the industry since 2008. Kevin has Series 7, 6, 63, 66, 9 and 10 licenses. Kevin is registered in Illinois and Texas. Kevin is also a registered Investment Advisor in Illinois. Kevin has experience with various financial services including: Financial Planning, Portfolio Management for individuals and businesses, Pension Consulting and Selection of other advisors.
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
IL
08/15/2022 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
02/03/2021 - 08/12/2022
E*TRADE SECURITIES LLC (CHICAGO IL)
OH
10/01/2012 - 01/25/2021
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
IL
02/13/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 02/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2008
Series 6 - Investment Company Products/Variable Contracts 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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