Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Meisner is a financial advisor with Janney Montgomery Scott LLC. Shannon has been in the financial services industry since 1999. Shannon has a Series 7 and Series 63 license, and has been registered in Ohio since 2022. Shannon previously worked at Raymond James & Associates, Inc., J.P. Morgan Securities LLC, Legg Mason Wood Walker, Incorporated, and UBS PaineWebber Inc. Shannon is a registered representative in 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
OH
08/11/2022 - Present
Janney Montgomery Scott LLC (Columbus (Grandview) OH)
OH
09/06/2013 - 08/23/2022
RAYMOND JAMES & ASSOCIATES, INC. (BEXLEY OH)
OH
02/22/2006 - 09/18/2013
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
MD
12/06/2002 - 02/01/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
06/11/1999 - 12/20/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BC
Issued 01/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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