Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Smith is a registered representative with J.P. Morgan Securities LLC in Huntersville, North Carolina. Shaun has been in the securities industry since February 14, 2022 and has a Series 63, Series 6TO and SIE licenses. Shaun specializes in Investment Company Products/Variable Contracts, and is registered in North Carolina and South Carolina.
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
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2
NC
02/15/2022 - Present
J.p. Morgan Securities LLC (Huntersville NC)
BC
Issued 10/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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