Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Barrionuevo is a financial advisor currently registered with Principal Securities, Inc. and has been in the industry since October 25, 2000. Shannon is licensed in Alabama and Florida. Shannon's firm, Principal Securities, Inc., is a large firm with offices across the country. Shannon specializes in financial planning, portfolio management for individuals, and pension consulting. Principal Securities, Inc. manages over $12 billion in assets for clients in various categories including individuals, corporations, institutions, and retirement plans.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
09/29/2006 - Present
Principal Securities, Inc. (LAKE PLACID FL)
MA
10/19/2000 - 12/03/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/19/2000 - 12/03/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 04/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 06/23/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/11/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shannon Barrionuevo is the right advisor for you? Invested Better is here to help.
