Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon James Brusseau is a financial advisor with over 25 years of experience in the industry. Shannon has a Series 7, Series 63, and Series 65 license, and is registered in multiple states. Shannon is currently employed by Osaic Wealth, Inc., a firm that provides investment advisory services. Before joining Osaic Wealth, Inc., Shannon worked at Securities America, Inc. and Fintegra, LLC. Shannon also has experience in insurance sales and business ownership. Shannon provides a range of financial services, including financial planning, portfolio management, and pension consulting. Shannon is dedicated to helping clients achieve their financial goals.
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.
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
MN
06/14/2024 - Present
Osaic Wealth, Inc. (NEW PRAGUE MN)
MN
10/27/2014 - 06/14/2024
SECURITIES AMERICA, INC. (ST LOUIS PARK MN)
MN
05/31/2002 - 10/23/2014
FINTEGRA, LLC (NEW PRAGUE MN)
FL
08/10/2001 - 05/23/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MN
01/28/2000 - 08/14/2001
FINTEGRA, LLC (MINNEAPOLIS MN)
SC
10/15/1998 - 02/03/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 02/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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