Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shamon is a financial advisor with Stancorp Equities, Inc. Michael has been in the financial services industry since 2003 and has experience with a variety of investment products. Michael is registered with FINRA and holds the Series 6, Series 7, and SIE licenses. Michael's experience includes previous roles with Cambridge Investment Research, Inc., J.P. Morgan Institutional Investments Inc., MML Investors Services, LLC, Transamerica Investors Securities Corporation, GWFS Equities, Inc. and Putnam Retail Management Limited Partnership.
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.
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.
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2
OR
05/23/2022 - Present
Stancorp Equities, Inc. (PORTLAND OR)
MA
10/09/2019 - 05/24/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Concord MA)
NY
07/24/2018 - 10/11/2019
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
MA
01/23/2017 - 10/30/2017
MML INVESTORS SERVICES, LLC (BOSTON MA)
MA
05/04/2015 - 12/20/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (NEEDHAM MA)
CO
01/02/2015 - 04/24/2015
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MA
04/27/2011 - 01/02/2015
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
MA
11/16/2006 - 04/11/2011
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (LOWELL MA)
MA
01/01/2005 - 11/16/2006
MMC SECURITIES CORP. (NORWOOD MA)
MA
07/24/2002 - 01/01/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 11/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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