Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawky? Claim Your ProfileShawky Yoakim is a registered representative with J.P. Morgan Securities LLC, with an active registration in Illinois and Texas. Shawky has been in the industry since 2010, and previously held positions with Fifth Third Securities, Inc., MML Investors Services, LLC and NYLIFE Securities LLC. Shawky holds a Series 63 license for Broker-Dealer agents, as well as Series 6, Series 7, Series 24 and Series 66 licenses. Shawky's expertise includes individual and business portfolio management and financial planning.
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
10/19/2023 - Present
J.p. Morgan Securities LLC (ROUND LAKE BEACH IL)
IL
01/16/2019 - 01/15/2021
FIFTH THIRD SECURITIES, INC. (BUFFALO GROVE IL)
IL
07/07/2014 - 01/22/2019
MML INVESTORS SERVICES, LLC (Hoffman Estates IL)
IL
03/17/2010 - 06/02/2014
NYLIFE SECURITIES LLC (DOWNERS GROVE IL)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2010
Series 6 - Investment Company Products/Variable Contracts 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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