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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Jerrold Wilson is an investment advisor representative at Fisher Investments. Shannon has been in the financial services industry since 2009 and has experience working with individual clients, corporations, businesses, charitable organizations, high net worth individuals, and trusts. Shannon is registered with the state of Washington as an investment advisor representative and is a registered investment advisor representative in Texas. Shannon holds the following securities licenses: Series 3, 7, 24, 34, 63 and 65. Shannon also holds the Securities Industry Essentials Examination (SIE). Prior to joining Fisher Investments, Shannon worked at TD Ameritrade and Thinkorswim.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/23/2017 - Present
Fisher Investments (PLANO TX)
IL
05/26/2010 - 02/03/2017
TD AMERITRADE, INC. (CHICAGO IL)
IL
02/24/2010 - 05/26/2010
THINKORSWIM, INC. (CHICAGO IL)
IA
Issued 03/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2012
Series 24 - General Securities Principal Examination
BC
Issued 02/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2010
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 05/21/2010
Series 3 - National Commodity Futures Examination
BC
Issued 02/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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