Unclaimed
Shai Salomon is a financial advisor with over 15 years of experience in the financial services industry. Shai is currently registered with J.P. Morgan Securities LLC and is a licensed investment advisor representative in Illinois. Prior to joining J.P. Morgan Securities LLC, Shai was a financial advisor with Morgan Stanley for over 5 years. Shai holds the Series 63, 66, 7, 9, 31, and SIE licenses. Shai is able to offer a wide range of financial services, including investment advice, financial planning, and portfolio management. Shai Salomon is committed to providing personalized financial advice to help clients meet their financial goals.
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
07/08/2016 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
12/08/2010 - 03/09/2016
MORGAN STANLEY (CHICAGO IL)
IL
10/28/2008 - 10/28/2009
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
NY
09/20/2007 - 06/18/2008
UBS SECURITIES LLC (NEW YORK NY)
NJ
03/17/2006 - 09/24/2007
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/16/2006 - 03/21/2006
UBS SECURITIES LLC (NEW YORK NY)
NJ
12/19/2000 - 01/16/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 9/2/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/6/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/26/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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