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Shannon Leigh Moneer

Sanctuary Securities, Inc.

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About Shannon Leigh Moneer

Shannon Leigh Moneer is a financial advisor who is currently registered with Sanctuary Securities, Inc. Shannon has been in the securities industry since August 26, 2000 and has experience in helping clients with their financial needs.

Firm Information

Shannon Moneer is currently registered with Sanctuary Securities, Inc.. Sanctuary Securities, Inc. is a corporation formed on March 7, 1978, and is registered in all 50 states, as well as Puerto Rico and the District of Columbia. The firm has a history of regulatory events, with 19 disclosures related to such events, and has been involved in 9 arbitrations and 1 bond disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Shannon Moneer’s Registration & Firm History

IN

04/16/2021 - Present

Sanctuary Securities, Inc. (INDIANAPOLIS IN)

TX

01/03/2007 - 04/15/2021

SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)

TX

08/25/2000 - 12/31/2006

FINANCIAL NETWORK INVESTMENT CORPORATION (SAN ANTONIO TX)

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Licenses & Designations

BC

Issued 10/18/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2001

Series 7 - General Securities Representative Examination

BC

Issued 09/29/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Shannon Leigh Moneer. Review regulatory record here.
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