Unclaimed
Shakara Byron-mentor is a Registered Representative and Investment Adviser Representative associated with J.p. Morgan Securities LLC. Shakara has been in the industry since May 11, 2009, and holds the Series 6, 7, 7TO, and 66 licenses. Shakara has been registered with J.p. Morgan Securities LLC since October 1, 2019. Shakara has previously worked for Chase Investment Services Corp. and BANC ONE SECURITIES CORPORATION. Shakara specializes in providing financial planning services, pension consulting, and portfolio management for individuals and businesses. Shakara has a strong track record of success in the financial services industry and is committed to providing her clients with the highest level of service and expertise.
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
10/01/2019 - Present
J.p. Morgan Securities LLC (WEST PALM BEACH FL)
FL
10/01/2012 - 12/04/2012
J.P. MORGAN SECURITIES LLC (DEERFIELD BEACH FL)
FL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROYAL PALM BEACH FL)
IL
05/09/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
08/02/2002 - 03/31/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 09/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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