Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Shamtani is a financial advisor based in New York, NY. Mario is a registered representative of J.p. Morgan Securities LLC, a subsidiary of JPMorgan Chase & Co. Mario has worked in the financial industry since 2012, and has been with J.p. Morgan Securities LLC since February 2019. Prior to that, Mario worked at Citigroup Global Markets Inc. from 2012 to 2018. Mario has earned the Series 99 and Securities Industry Essentials licenses.
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
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NY
02/26/2019 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
03/07/2012 - 08/24/2018
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 08/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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