linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Shannon Asher Kujawa

Golden State Equity Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Shannon? Claim Your Profile

About Shannon Asher Kujawa

Shannon Kujawa is an investment advisor representative registered with Golden State Equity Partners, LLC. Shannon has been in the industry since 2000 and has a Series 65 license. Shannon is also a registered investment advisor in California. Shannon's previous experience includes working as a financial advisor with LPL Financial LLC.

Firm Information

Shannon Kujawa is currently registered with Golden State Equity Partners, LLC. Golden State Equity Partners, LLC is a wealth management firm headquartered in SOUTH COAST METRO, CA. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. They manage approximately $743,725,447 in assets for 4,106 clients. Their client base includes high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm participates in a wrap fee program.
Golden State Equity Partners, LLC

201 E. SANDPOINTE AVE

SOUTH COAST METRO, CA 92707

$743.73M

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Financial planning fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Shannon Kujawa’s Registration & Firm History

CA

09/16/2022 - Present

Golden State Equity Partners, LLC (NEWPORT BEACH CA)

CA

06/18/2012 - 12/18/2017

LPL FINANCIAL LLC (ANAHEIM HILLS CA)

FL

11/16/2000 - 11/02/2009

MUTUAL SERVICE CORPORATION (TAMPA FL)

Not sure if Shannon Asher Kujawa is right for you?

Licenses & Designations

IA

Issued 06/10/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/11/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/04/2012

Series 24 - General Securities Principal Examination

BC

Issued 12/18/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shannon Asher Kujawa.
Not sure if Shannon Asher Kujawa is right for you?