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 Nagy is a financial advisor with International Assets Investment Management, LLC. Shannon has been a registered representative for over 8 years. Shannon's experience includes working at Securities America, Inc. and Securities America Advisors. Shannon holds Series 66, SIE and Series 7 licenses. Shannon is registered to provide investment advice in Michigan.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
01/12/2016 - Present
International Assets Investment Management, LLC (Alma MI)
MI
03/28/2014 - 04/24/2015
SECURITIES AMERICA, INC. (ALMA MI)
BOTH
Issued 05/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shannon Nagy is the right advisor for you? Invested Better is here to help.
