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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Burgess is a registered investment advisor representative with TD Private Client Wealth LLC. Shannon has been in the securities industry since December 2009. Shannon has been licensed with TD Private Client Wealth LLC since June 2022, and prior to that, they have been licensed with several other firms including Madison Avenue Securities, LLC, Park Avenue Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Commonwealth Financial Network and Ameriprise Financial Services, Inc. Shannon is registered with the following states: Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, and Wisconsin. Shannon has passed the Series 7, Series 66 and SIE exams. The firm manages assets for high-net-worth individuals, corporations, other businesses, individuals other than high-net-worth, pension and profit-sharing plans, insurance companies, charitable organizations, banking or thrift institutions and state or municipal government entities. They provide investment advice, financial planning, pension consulting, portfolio management for businesses and individuals, selection of other advisors, educational seminars and publication of periodicals.
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.
A percentage of the total value of assets under management is charged.
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2
SC
01/25/2023 - Present
TD Private Client Wealth LLC (Greenville SC)
SC
03/16/2021 - 12/23/2021
MADISON AVENUE SECURITIES, LLC (Greenville SC)
SC
10/01/2019 - 03/16/2021
PARK AVENUE SECURITIES LLC (GREENVILLE SC)
SC
03/05/2014 - 09/03/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENVILLE SC)
SC
06/09/2010 - 02/24/2014
UBS FINANCIAL SERVICES INC. (GREENVILLE SC)
SC
07/10/2009 - 02/02/2010
COMMONWEALTH FINANCIAL NETWORK (GREENVILLE SC)
SC
12/18/2008 - 07/14/2009
AMERIPRISE FINANCIAL SERVICES, INC. (GREENVILLE SC)
BOTH
Issued 07/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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