Unclaimed
Shannon Abel is a financial advisor in Houston, Texas. Shannon has been working in the financial industry since February 8, 2008. Shannon is registered with Ameriprise Financial Services, LLC and has been with the firm since March 2020. Shannon is licensed in Texas and holds the Series 7, Series 63, Series 66, and SIE licenses. Shannon provides financial planning services to individuals, businesses, and trusts.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
TX
10/30/2019 - Present
Ameriprise Financial Services, LLC (HOUSTON TX)
TX
04/07/2008 - 01/09/2009
FSC SECURITIES CORPORATION (HOUSTON TX)
TX
04/23/1999 - 04/01/2008
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
MN
04/23/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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