Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Marie Larson is an active investment advisor representative. Shannon is a registered representative at Osaic Wealth, Inc. based out of their Scottsdale, AZ office. Shannon has been working in the financial industry for over 13 years. Before joining Osaic Wealth, Inc., Shannon worked for several other firms including Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., Eaton Vance Distributors, Inc., Cetera Advisors LLC, Cetera Advisor Networks LLC, and LPL Financial LLC.
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.
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AZ
10/25/2017 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
10/25/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
10/25/2017 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/25/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MA
08/06/2014 - 09/18/2017
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
CA
07/05/2013 - 07/29/2014
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
06/10/2013 - 07/29/2014
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
02/15/2010 - 05/09/2013
LPL FINANCIAL LLC (SAN DIEGO CA)
BOTH
Issued 12/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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