Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun-taye? Claim Your ProfileShaun-taye Nicole Cortes is a financial advisor with over 9 years of experience in the financial industry. She is currently registered with Fidelity Personal And Workplace Advisors and has previously worked with J.P. Morgan Securities LLC and Chase Investment Services Corp. Shaun-taye holds Series 6, 7, and 66 licenses, and the SIE exam. She also has Series 63 license. Shaun-taye is registered with the state of Texas as an investment advisor representative. She also owns and operates Craftaye, a craft and handmade item business in Humble, Texas. Shaun-taye specializes in providing financial advice to high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
10/14/2021 - Present
Fidelity Personal AND Workplace Advisors (HUMBLE TX)
TX
10/01/2012 - 07/15/2021
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
08/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BAYTOWN TX)
BOTH
Issued 10/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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