Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Christy Foreman is a financial advisor with over 10 years of experience in the industry. Shannon is registered with LPL Financial LLC and Forethought Planning LLC. Shannon specializes in financial planning, portfolio management, and consulting services. Shannon holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Shannon has previously been registered with BMO Harris Financial Advisors, Inc. Shannon is located in Minneapolis, Minnesota.
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
MN
05/13/2024 - Present
LPL Financial LLC (MINNEAPOLIS MN)
MN
01/01/2014 - 01/29/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (RICHFIELD MN)
BOTH
Issued 11/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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