Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannen? Claim Your ProfileShannen Ingram is an investment advisor representative who has been in the financial services industry since 2007. She is currently registered with Continuum Advisory, LLC and has previously worked for Triad Advisors LLC and Wells Fargo Clearing Services, LLC. Shannen is licensed to provide investment advice in several states, including California, Alabama, Arizona, Idaho, Nevada, and Pennsylvania. She holds multiple professional licenses, including the Series 6, Series 7, Series 63, and Series 65 examinations, and is also a licensed insurance agent. Shannen specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations. She has experience working with clients of various financial backgrounds and is committed to providing personalized and customized 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.
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
CA
01/27/2021 - Present
Continuum Advisory, LLC (Sonora CA)
CA
01/22/2021 - 08/23/2024
TRIAD ADVISORS LLC (Sonora CA)
CA
08/20/2007 - 02/01/2021
WELLS FARGO CLEARING SERVICES, LLC (SONORA CA)
IA
Issued 08/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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