Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Cullinane is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Boston, MA. Shannon has been a registered representative in the securities industry since January 2021 and has held various roles at John Hancock Investment Management Distributors LLC, John Hancock, and BNY Mellon Wealth Management. Shannon is registered to offer securities and investment advisory services in California, Connecticut, Delaware, District of Columbia, Florida, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, North Carolina, Pennsylvania, Rhode Island, Texas, and Vermont.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
10/30/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
01/06/2021 - 10/27/2021
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
BC
Issued 08/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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