Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Conner Crank is a registered representative with Raymond James Financial Services Advisors, Inc. with over 20 years of experience in the financial services industry. Shannon has held previous roles with firms such as Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Shannon is a licensed professional, holding both Series 7 and Series 66 licenses. Shannon specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
06/15/2009 - Present
Raymond James Financial Services Advisors, Inc. (WILLIAMSBURG VA)
VA
02/21/2006 - 06/15/2009
CITIGROUP GLOBAL MARKETS INC. (WILLIAMSBURG VA)
MD
01/27/2006 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
02/21/2001 - 05/27/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shannon Crank is the right advisor for you? Invested Better is here to help.
