Unclaimed
Sharon Shapiro is a registered investment advisor representative at J.P. Morgan Securities LLC. Sharon Shapiro has been in the financial services industry since 1987 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Sharon Shapiro has worked for several firms during her career, including PNC Investments, Regal Securities, Inc., Charles Schwab & Co., Inc., and LaSalle Financial Services, 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
01/22/2018 - Present
J.p. Morgan Securities LLC (VERNON HILLS IL)
IL
06/02/2014 - 05/03/2017
PNC INVESTMENTS (CLARENDON HILLS IL)
IL
07/28/2010 - 05/07/2014
REGAL SECURITIES, INC. (GLENVIEW IL)
IL
10/04/2007 - 10/19/2009
CHARLES SCHWAB & CO., INC. (WINNETKA IL)
IL
07/22/2002 - 01/29/2007
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
FL
12/19/2000 - 07/03/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
11/14/1991 - 12/01/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
10/22/1990 - 04/06/1993
FINANCIAL HORIZONS SECURITIES CORPORATION
WI
05/01/1985 - 10/30/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 08/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/17/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
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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