Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Fowler is a financial advisor with over 14 years of experience. Shannon is currently registered with Osaic Wealth, Inc. and holds several licenses including Series 6, 7, and 66. Shannon has a strong background in financial planning and portfolio management. Shannon specializes in working with a wide range of clients, including high net worth individuals, families, and businesses.
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
UT
09/01/2023 - Present
Osaic Wealth, Inc. (OGDEN UT)
UT
03/31/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PLEASANT VIEW UT)
UT
11/04/2021 - 04/11/2023
MML INVESTORS SERVICES, LLC (Ogden UT)
CO
03/09/2020 - 05/12/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
08/01/2019 - 02/19/2020
MORGAN STANLEY (BOULDER CO)
CO
05/04/2016 - 07/10/2019
AMERIPRISE FINANCIAL SERVICES, INC. (BOULDER CO)
MO
03/07/2012 - 03/09/2015
MORGAN STANLEY (CHESTERFIELD MO)
KS
10/05/2009 - 02/13/2012
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MO
05/21/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (CLAYTON MO)
MO
08/28/2008 - 03/16/2009
PLANMEMBER SECURITIES CORPORATION (SUNSET HILLS MO)
BOTH
Issued 08/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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