Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Maguire is an active investment advisor representative with Equitable Advisors, LLC, a leading financial services company. Shannon has been in the industry for over 10 years, having worked in various financial roles prior to joining Equitable. Shannon is registered in California, Georgia, Indiana, Maryland, New Jersey, New York, North Carolina, Pennsylvania, and Texas. Shannon holds the Series 66, 24, 7 and SIE licenses. Shannon specializes in financial planning, portfolio management, and pension consulting. Shannon is committed to providing their clients with personalized advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
08/15/2022 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
BOTH
Issued 12/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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