Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Morrison is a financial advisor with over 25 years of experience in the industry. Shane is currently registered with J.P. Morgan Securities LLC, and has previously worked with a number of other firms including Morgan Stanley, Capital One Investing, LLC, and AXA Advisors, LLC. Shane is a Certified Financial Planner and holds several licenses and registrations including Series 7, Series 63, Series 65, Series 66, and Series 99. Shane has experience working with a wide range of clients, including individuals, businesses, and institutions.
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
OH
03/21/2019 - Present
J.p. Morgan Securities LLC (Columbus OH)
NY
07/27/2016 - 02/26/2019
MORGAN STANLEY (PURCHASE NY)
NY
01/02/2015 - 07/13/2016
CAPITAL ONE INVESTING, LLC (MELVILLE NY)
NY
01/26/2010 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MELVILLE NY)
NY
08/08/2005 - 01/13/2010
AXA ADVISORS, LLC (WHITE PLAINS NY)
NY
10/10/2002 - 02/18/2005
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
11/12/2001 - 11/11/2002
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
NY
06/29/2000 - 11/15/2001
BLUESTONE CAPITAL CORP. (NEW YORK NY)
NY
09/11/1998 - 07/05/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/07/1995 - 08/25/1998
BROCKINGTON SECURITIES, INC. (RONKONKOMA NY)
NA
07/11/1994 - 07/17/1996
VISION INVESTMENT GROUP, INC.
CA
11/02/1994 - 08/29/1995
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
NA
01/06/1994 - 07/19/1994
CAMELOT INVESTMENT CORP.
BOTH
Issued 6/10/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 8/5/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/1999
Series 12 - NYSE Branch Manager Examination
BC
Issued 6/23/1998
Series 4 - Registered Options Principal Examination
BC
Issued 1/6/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/17/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/1/1994
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2001
Series 3 - National Commodity Futures Examination
BC
Issued 7/21/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 1/5/1994
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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