Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Philip Shannon is a financial professional with over 30 years of experience in the industry. Shannon has a Series 6 and Series 63 license. Shannon is currently registered with M Holdings Securities, Inc. in Daytona Beach, FL and is a registered representative with FINRA. Shannon has previously been employed with several other financial institutions, including Main Street Management Company, Manekuity, Inc., Travelers Equities Sales, Inc., John Hancock Distributors, Inc., and The Equitable Life Assurance Society of the United States.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
07/20/2000 - Present
M Holdings Securities, Inc. (DAYTONA BEACH FL)
NA
05/26/1989 - 01/24/1991
MAIN STREET MANAGEMENT COMPANY
NA
02/23/1988 - 06/12/1989
MANEQUITY, INC.
NA
02/23/1987 - 03/01/1988
TRAVELERS EQUITIES SALES, INC.
NA
01/17/1983 - 12/19/1986
JOHN HANCOCK DISTRIBUTORS, INC.
NA
11/02/1983 - 05/13/1985
EQUICO SECURITIES, INC.
NA
11/02/1983 - 05/13/1985
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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