Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Gartland Pidgeon is a financial advisor with Wells Fargo Clearing Services, LLC in San Francisco, California. Shannon has been in the industry since August 2020. Shannon is a registered representative with the state of California and Texas. Shannon is also a registered investment advisor representative with the state of California and Texas. Shannon is licensed to offer financial advice to a variety of clients, including individuals, families, businesses, and retirement plans. Shannon has expertise in the areas of investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors.
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.
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.
Investment consulting services to institutional clients
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
CA
01/11/2021 - Present
Wells Fargo Clearing Services, LLC (SAN FRANCISCO CA)
BOTH
Issued 12/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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