Unclaimed
Yekaterina Shkolnik is a financial professional with over 16 years of experience in the industry. Yekaterina is currently a Registered Representative with J.P. Morgan Securities LLC. Yekaterina has previously worked with Chase Investment Services Corp. and Globalink Securities, Inc. Yekaterina holds several licenses and registrations, including Series 4, 7, 24, 52, 53, 63, and 65. Yekaterina has a strong track record of providing investment advice to a diverse clientele, including individuals, corporations, and institutions. Yekaterina is dedicated to helping clients achieve their financial goals.
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
NY
09/23/2013 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
NY
08/08/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
CA
06/07/2006 - 03/19/2007
GLOBALINK SECURITIES, INC. (PASADENA CA)
IA
Issued 03/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2012
Series 4 - Registered Options Principal Examination
BC
Issued 01/23/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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