Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Edwin Shook is a financial advisor with over 14 years of experience in the industry. Gene has a Series 66, Series 7, and SIE license. Gene has previously worked at Waddell & Reed and is currently registered with Financial Advocates Investment Management. Gene provides investment advisory services, primarily focused on individuals and businesses.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
10/19/2017 - Present
Financial Advocates Investment Management (OLYMPIA WA)
WA
08/21/2009 - 10/20/2017
WADDELL & REED (BELLEVUE WA)
BOTH
Issued 09/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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