Shaun-taye Cortes (CRD# 6091372) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Humble, TX and has over 11 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Houston, TX | Jul 2021 - Current | 2 |
| Craftaye | Houston, TX | Aug 2017 - Jul 2021 | 3 |
| Jpmorgan Chase Bank Na | Houston, TX | Jul 2015 - Jul 2021 | 6 |
| Jpmorgan Securities LLC | Houston, TX | Jul 2015 - Jul 2021 | 6 |
| Robert E Lee High School Cheerleaders | Baytown, TX | Mar 2006 - Jan 2018 | 11 |
| J.p. Morgan Securities LLC | Bayton, TX | Oct 2012 - Jul 2015 | 2 |
| Jpmorgan Chase Bank | Baytown, TX | Aug 2011 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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