Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Birdsall is an investment advisor representative with Osaic Wealth, Inc.. Shannon has been in the financial services industry since May 20, 1999. Shannon holds the Series 6, Series 7, Series 63, and Series 65 licenses. Shannon specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Shannon has over 20 years of experience in the financial services industry and is committed to providing her clients with personalized financial advice and guidance.
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
AZ
05/15/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
PA
11/29/2017 - 05/20/2024
LPL FINANCIAL LLC (WEST CHESTER PA)
PA
11/04/2013 - 11/29/2017
NATIONAL PLANNING CORPORATION (WEST CHESTER PA)
PA
08/26/2003 - 11/04/2013
H. BECK, INC. (WEST CHESTER PA)
TX
05/21/1999 - 09/16/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 01/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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