Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Renee Lawhon is a financial advisor with J.P. Morgan Securities LLC. Shelley has been in the industry since 2006. Shelley has Series 6 and SIE registrations and is licensed in Louisiana. Shelley has a history of working with Chase Investment Services Corp. and Morgan Keegan & Company, Inc.
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
LA
10/01/2012 - Present
J.p. Morgan Securities LLC (MONROE LA)
LA
06/08/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MONROE LA)
TN
03/24/2009 - 05/16/2011
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
LA
07/17/2006 - 02/19/2009
CHASE INVESTMENT SERVICES CORP. (WEST MONROE LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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