Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Lori Loewenberg is a financial advisor at Wedbush Securities Inc. with over five years of experience in the financial services industry. Shannon has a wide range of experience in financial planning, portfolio management and investment advisory services. Prior to joining Wedbush Securities Inc., Shannon was a financial advisor at Commonwealth Financial Network and Morgan Stanley. Shannon holds the Series 7, 63 and 66 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
09/21/2023 - Present
Wedbush Securities Inc. (LOS ANGELES CA)
CA
01/10/2023 - 09/22/2023
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
CA
04/21/2020 - 01/13/2023
MORGAN STANLEY (RANCHO SANTE FE CA)
CA
10/25/2018 - 02/08/2020
TD AMERITRADE, INC. (SAN DIEGO CA)
BOTH
Issued 06/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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