Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Fernandez is a financial advisor with LPL Financial LLC, a large financial services firm with offices in Fort Mill, SC. Shannon has been in the financial services industry since July 2010, having held positions with various firms including Commercial Banking Co, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Kerrigan Davis Capital & Risk Mgmt. Shannon holds a Series 7, Series 66 and SIE license, as well as state licenses in Alabama, Florida, Georgia, Michigan, North Carolina, Texas and Washington.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
08/07/2023 - Present
LPL Financial LLC (VALDOSTA GA)
GA
07/31/2012 - 08/04/2023
CETERA INVESTMENT SERVICES LLC (VALDOSTA GA)
BOTH
Issued 01/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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