Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Arias is a financial advisor who has been active in the industry since January 2007. Shannon is currently registered with Fifth Third Securities, Inc. and has been with this firm since April 2019. Shannon holds the following licenses: Series 6, Series 7, Series 63, and Series 66. Shannon has previously been employed at Charles Schwab & Co., Inc. and Banc One Securities Corporation. Shannon specializes in providing financial advice to individuals, corporations, and other businesses.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
04/09/2019 - Present
Fifth Third Securities, Inc. (GAHANNA OH)
OH
10/20/2017 - 07/18/2018
CHARLES SCHWAB & CO., INC. (Columbus OH)
OH
10/19/2007 - 10/10/2017
FIFTH THIRD SECURITIES, INC. (GAHANNA OH)
IL
05/05/2003 - 10/19/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 8/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/23/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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