Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shanna? Claim Your ProfileShanna Strickland is an investment advisor representative with Equitable Advisors, LLC, registered in 12 states. Shanna has over 14 years of experience in the financial services industry and is committed to providing her clients with comprehensive financial planning and investment management services. Shanna is a member of NAIFA and serves on the board of directors for the UNC Nash Foundation. She is also the owner of Taylor Financial of Rocky Mount LLC, a registered investment advisory firm. Shanna is dedicated to helping her clients achieve their financial goals and believes that everyone deserves access to sound financial advice.
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.
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2
NC
04/06/2017 - Present
Equitable Advisors, LLC (ROCKY MOUNT NC)
BOTH
Issued 06/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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