Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Eileen Waggoner is a financial advisor with Raymond James Financial Services Advisors, Inc. Shannon has been in the financial services industry for over 25 years. Shannon has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Shannon is registered to provide investment advice in 38 states.
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
OH
08/11/2023 - Present
Raymond James Financial Services Advisors, Inc. (Uniontown OH)
OH
11/09/2011 - 08/18/2023
MORGAN STANLEY (Akron OH)
OH
01/10/2011 - 12/06/2011
AMERICAN HERITAGE SECURITIES, INC. (AKRON OH)
OH
08/08/1997 - 01/24/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AKRON OH)
MA
06/16/1997 - 07/28/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 04/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shannon Waggoner is the right advisor for you? Invested Better is here to help.
