Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Huynh is an investment advisor representative at J.P. Morgan Securities LLC. Shawn has been in the industry since August 2009 and is registered with the state of California and Texas. Shawn has worked at several other financial institutions including Wells Fargo Advisors LLC, UnionBanc Investment Services LLC, and Citigroup Global Markets Inc. Shawn is a highly experienced advisor who can provide you with personalized financial advice and investment strategies.
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
CA
11/02/2018 - Present
J.p. Morgan Securities LLC (PINOLE CA)
CA
06/19/2018 - 11/28/2018
CITIGROUP GLOBAL MARKETS INC. (Berkeley CA)
CA
05/02/2016 - 06/27/2018
UNIONBANC INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
CA
11/09/2011 - 05/03/2016
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
CA
11/15/2010 - 05/10/2011
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
CA
12/18/2008 - 09/03/2010
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 06/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2008
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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