Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Brennan is a financial professional with over 20 years of experience in the industry. Shannon is a Registered Representative, Investment Advisor Representative, and a Certified Financial Consultant. Shannon is currently registered with Commonwealth Financial Network and has been with the firm since 2000. Commonwealth Financial Network is a Registered Investment Advisor with over $177 billion in assets under management. The firm specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Shannon's specializations include retirement planning, investment management, and insurance planning.
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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2
MA
03/15/2011 - Present
Commonwealth Financial Network (WALTHAM MA)
BOTH
Issued 04/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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