Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Gillis is a financial advisor registered with Victory Capital Management Inc. based in San Antonio, Texas. Shannon has been in the financial services industry since December 2005. Before joining Victory Capital Management Inc., Shannon has worked for NYLIFE Securities LLC, TD Ameritrade, Inc., J.P. Morgan Securities LLC, Citigroup Global Markets Inc., AIG Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Shannon is licensed to provide financial advice in 52 states and the District of Columbia.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
05/19/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
11/29/2018 - 04/09/2021
NYLIFE SECURITIES LLC (DALLAS TX)
TX
02/23/2015 - 03/07/2018
TD AMERITRADE, INC. (Southlake TX)
TX
02/13/2013 - 01/15/2015
J.P. MORGAN SECURITIES LLC (FORT WORTH TX)
TX
04/09/2008 - 09/17/2012
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
06/26/2006 - 10/04/2007
AIG FINANCIAL ADVISORS, INC. (BEDFORD TX)
TX
01/05/2006 - 07/05/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
02/15/2005 - 12/20/2005
EDWARD JONES (BURLESON TX)
IA
Issued 02/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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