Unclaimed
Sabrina Shingwani is an investment advisor representative with J.P. Morgan Securities LLC in New York, NY. Sabrina has been in the industry since 2018 and is licensed in 53 states. She holds the Series 63, SIE, and Series 79 licenses. Sabrina has previously worked with BOFA Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
NY
09/28/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/10/2019 - 09/09/2021
BOFA SECURITIES, INC. (NEW YORK NY)
NC
06/12/2018 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
BC
Issued 03/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Sabrina Shingwani is the right advisor for you? Invested Better is here to help.