Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Lynn McWilliams is a financial professional with over 4 years of experience in the industry. She is currently registered with Vanguard Marketing Corp. in Malvern, PA. Shannon has a Series 6 and Series 63 license, along with the SIE. She has been a registered representative since September 2018.
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
PA
09/07/2018 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
09/28/2010 - 02/27/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 10/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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