Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Llen Wheeler is a financial advisor with Empower Advisory Group, LLC. Shannon has been in the industry for over 10 years and has a strong background in providing financial advice to individuals, families, and businesses. Shannon is registered with the state of Louisiana as an investment advisor representative. Prior to joining Empower Advisory Group, LLC, Shannon held positions with VALIC Financial Advisors, Inc., Morgan Stanley, and FNBB Capital Markets, LLC. Shannon holds the Series 63, Series 66, Series 7, and SIE licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
LA
10/27/2017 - Present
Empower Advisory Group, LLC (Bossier City LA)
LA
06/20/2016 - 10/13/2017
VALIC FINANCIAL ADVISORS, INC. (BATON ROUGE LA)
GA
09/17/2015 - 06/03/2016
MORGAN STANLEY (ATHENS GA)
LA
06/04/2013 - 07/02/2015
FNBB CAPITAL MARKETS, LLC (SHREVEPORT LA)
BOTH
Issued 10/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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