Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Dean Schofield is a financial advisor with over 28 years of experience in the industry. Shannon is currently registered with Invesco Advisers, Inc. and has been registered with the firm since January 2025. Prior to joining Invesco Advisers, Inc., Shannon was registered with Invesco Distributors, Inc., D.H. Hill Securities, LLLP, Foreside Financial Services, LLC, LaSalle Investment Management Distributors, LLC, Franklin/Templeton Distributors, Inc., Hines Real Estate Investments, Inc., American Funds Distributors, Inc., Putnam Retail Management, Inc., NYLIFE Distributors Inc., Van Kampen Merritt Inc., J. W. Gant & Associates, Inc. and First Investors Corporation. Shannon holds Series 6, 7, 24, 26, 63, 65 and SIE licenses and is registered in 45 states. Shannon provides portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
SC
02/05/2025 - Present
Invesco Advisers, Inc. (Greenville SC)
TX
08/20/2020 - 09/04/2024
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
07/24/2020 - 08/05/2020
D.H. HILL SECURITIES, LLLP (KINGWOOD TX)
ME
12/18/2018 - 07/10/2020
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
IL
06/05/2015 - 11/26/2018
LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS, LLC (CHICAGO IL)
CA
04/14/2011 - 06/01/2015
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
TX
10/20/2010 - 04/05/2011
HINES REAL ESTATE INVESTMENTS, INC. (HOUSTON TX)
CA
12/22/2000 - 10/15/2010
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
MA
09/05/1995 - 11/20/2000
PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)
NJ
09/05/1995 - 10/10/1995
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
TX
09/03/1993 - 12/31/1994
VAN KAMPEN MERRITT INC. (HOUSTON TX)
NA
02/23/1988 - 07/23/1988
J. W. GANT & ASSOCIATES, INC.
NA
01/04/1988 - 02/11/1988
FIRST INVESTORS CORPORATION
IA
Issued 02/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/05/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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