Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Greenfield is a financial advisor in Portland, Oregon. Shannon has been working in the financial services industry since December 2009. Shannon is currently registered with Farmers Financial Solutions, LLC and is licensed to sell securities in Oregon. Shannon has passed the Uniform Securities Agent State Law Examination (Series 63), the Investment Company Products/Variable Contracts Principal Examination (Series 26), the Securities Industry Essentials Examination (SIE), and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Shannon has worked at Farmers Financial Solutions, LLC in both Newberg, Oregon and Westlake Village, California.
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.
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.
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2
OR
02/11/2014 - Present
Farmers Financial Solutions, LLC (PORTLAND OR)
OR
05/22/2013 - 02/10/2014
FARMERS FINANCIAL SOLUTIONS, LLC (NEWBERG OR)
CA
07/27/2001 - 12/31/2004
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BC
Issued 05/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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