Unclaimed
Mary Elizabeth Shanis is a registered representative with J.p. Morgan Securities LLC. Mary Elizabeth Shanis holds the Series 6TO and SIE licenses. Mary Elizabeth Shanis has been active in the securities industry since May 2019. Mary Elizabeth Shanis is currently registered with the state of Florida. Mary Elizabeth Shanis specializes in working with clients that include individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans.
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
FL
05/03/2019 - Present
J.p. Morgan Securities LLC (Palm Coast FL)
BC
Issued 05/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Mary Shanis is the right advisor for you? Invested Better is here to help.