Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Kay Graham has been working in the financial industry since May 25, 2000. Shannon currently works for Raymond James Financial Services Advisors, Inc. in the Corvallis, OR office. Shannon has been associated with this firm since January 2012. Previously, Shannon worked at Essex National Securities, Inc. and CUSO Financial Services, L.P. Shannon is licensed in 20 states and has a Series 63, Series 66, Series 7, and SIE licenses. Shannon is also associated with Addison Avenue Investment Services and First Tech Federal Credit Union.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
09/10/2024 - Present
Raymond James Financial Services Advisors, Inc. (CORVALLIS OR)
OR
11/29/2006 - 01/25/2012
ESSEX NATIONAL SECURITIES, INC. (CORVALLIS OR)
OR
05/26/2000 - 12/01/2006
CUSO FINANCIAL SERVICES, L.P. (CORVALLIS OR)
BOTH
Issued 08/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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