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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 Main is a financial advisor with World Investment Advisors, LLC. Shannon has been a registered investment advisor since 2017, and has over 20 years of experience in the financial services industry. Shannon has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Shannon is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and retirement planning services.
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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CA
06/02/2017 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
CA
10/08/2009 - 06/07/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (NEWPORT BEACH CA)
CA
09/08/2008 - 10/13/2009
NRP FINANCIAL, INC. (NEWPORT BEACH CA)
CA
06/01/2004 - 09/10/2008
USI SECURITIES, INC. (IRVINE CA)
MA
05/03/2002 - 08/10/2004
ASSOCIATED SECURITIES CORP. (BOSTON MA)
NY
09/18/1998 - 05/16/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/04/1996 - 09/25/1998
SMITH BARNEY INC. (NEW YORK NY)
MI
07/26/1995 - 09/19/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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