Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Christensen is a financial advisor with Ally Invest Advisors. Shannon has been in the financial industry since December 2019. She has experience in working with high-net-worth individuals, as well as a wide range of other clients. Shannon holds a Series 66 and Series 7TO licenses. She is registered to provide financial advice in all 50 states.
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.
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.
A percentage of the total value of assets under management is charged.
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KY
10/07/2021 - Present
Ally Invest Advisors (Lexington KY)
KY
10/07/2020 - 06/02/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (LEXINGTON KY)
BOTH
Issued 03/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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