Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Bender is a financial advisor at LPL Financial LLC, with over 11 years of experience in the industry. Shannon holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Shannon has previously worked at Citizens Securities, Inc., PNC Investments, M&T Securities, Inc., MML Investors Services, LLC, and Northwestern Mutual Investment Services, LLC. Shannon specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Shannon is registered to provide advisory services in Delaware, Florida, Maryland, Michigan, New York, Pennsylvania, Virginia, and Washington.
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.
Consulting and other non-discretionary advisory services
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
PA
03/11/2020 - Present
LPL Financial LLC (YORK PA)
PA
10/17/2018 - 04/24/2019
CITIZENS SECURITIES, INC. (LITITZ PA)
PA
03/10/2016 - 11/01/2018
PNC INVESTMENTS (HERSHEY PA)
PA
08/20/2013 - 02/08/2016
M&T SECURITIES, INC. (WRIGHTSVILLE PA)
PA
06/16/2011 - 07/10/2013
MML INVESTORS SERVICES, LLC (LANCASTER PA)
PA
09/17/2008 - 06/17/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LANCASTER PA)
IA
Issued 02/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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