Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Ware is a registered representative with Acorn Financial Advisory Services, Inc. based in Harrisonburg, Virginia. Shannon is a financial advisor with over 18 years of experience in the industry. Shannon has passed the Series 66, Series 7 and SIE exams and is registered with the state of Virginia. Prior to joining Acorn, Shannon has also worked with The Strategic Financial Alliance, Inc. and Triad Advisors LLC. Shannon also holds a license to sell insurance products.
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.
Subadvisory portfolio management services other registered investment advisers
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.
A percentage of assets managed via a subadvisory arrangement
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2
VA
06/06/2018 - Present
Acorn Financial Advisory Services, Inc. (Harrisonburg VA)
VA
06/01/2018 - 12/10/2021
THE STRATEGIC FINANCIAL ALLIANCE, INC. (Harrisonburg VA)
VA
09/15/2010 - 06/04/2018
TRIAD ADVISORS LLC (HARRISONBURG VA)
VA
10/07/2003 - 09/17/2010
THRIVENT INVESTMENT MANAGEMENT INC. (HARRISONBURG VA)
BOTH
Issued 12/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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