Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Barry is a financial advisor in Mayfield Heights, OH. Shannon has been in the financial services industry for over 18 years, providing investment advice to individuals, corporations, and non-profit organizations. Shannon currently works at Arbor Point Advisors, where she provides financial planning and investment management services. Shannon has a Series 6 license and has passed the Securities Industry Essentials Examination. She is also registered with the state of Ohio.
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.
1
2
OH
03/01/2021 - Present
Arbor Point Advisors (MAYFIELD HTS OH)
OH
10/11/2011 - 06/14/2024
SECURITIES AMERICA, INC. (MAYFIELD HTS OH)
OH
11/30/2010 - 10/13/2011
LPL FINANCIAL LLC (CLEVELAND OH)
OH
08/08/2008 - 11/30/2010
NRP FINANCIAL, INC. (CLEVELAND OH)
OH
01/31/2006 - 08/11/2008
GIRARD SECURITIES, INC. (CLEVELAND OH)
SC
10/19/2005 - 02/02/2006
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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