Unclaimed
Shaun Perakovic is a financial advisor with J.P. Morgan Securities LLC, registered with the state of Michigan since October 2019. Shaun has been working in the financial industry since November 2013. Previously, Shaun was affiliated with Chase Investment Services Corp. Shaun has held the Series 6, Series 63 and Series 6TO licenses and the SIE exam. Shaun specializes in providing financial advice and portfolio management services for individuals, businesses, corporations and charitable organizations.
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
MI
10/03/2019 - Present
J.p. Morgan Securities LLC (GRAND BLANC MI)
MI
10/01/2012 - 03/18/2016
J.P. MORGAN SECURITIES LLC (DAVISON MI)
MI
04/23/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CLARKSTON MI)
BC
Issued 10/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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