Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Kreifel is a financial advisor with J.P. Morgan Securities LLC. Shane has been in the industry since 1995 and is registered with the state of Illinois and Texas. Shane has a wide range of experience in the financial industry, including working with high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Shane provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. In addition to J.P. Morgan Securities LLC, Shane has also held positions with firms like CHASE INVESTMENT SERVICES CORP., EDWARD JONES, BANC ONE SECURITIES CORPORATION, ABN AMRO FINANCIAL SERVICES, INC., CHARLES SCHWAB & CO., INC., PAINEWEBBER INCORPORATED and LEHMAN BROTHERS INC.
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
03/27/2015 - Present
J.p. Morgan Securities LLC (WOODRIDGE IL)
IL
05/15/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WOODRIDGE IL)
IL
04/01/2005 - 04/30/2009
EDWARD JONES (WOODRIDGE IL)
IL
05/25/2001 - 04/01/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
07/24/2000 - 05/16/2001
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
TX
04/24/1997 - 08/02/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
06/02/1992 - 08/31/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/06/1992 - 05/01/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 05/02/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1997
Series 7 - General Securities 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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