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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Parks is a financial advisor with Osaic Wealth, Inc., located in Glenwood, IA. Shannon has been in the financial services industry since May 16, 2006. Shannon is registered with the Securities and Exchange Commission (SEC) and is a registered investment advisor in Iowa. Shannon has a Series 7 and Series 66 license. Shannon's other business activities include providing third-party administration for non-ERISA 403(b) plans, creating arts and crafts sold at craft shows and art galleries, and providing notary services.
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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2
IA
01/19/2024 - Present
Osaic Wealth, Inc. (GLENWOOD IA)
IA
04/13/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GLENWOOD IA)
IA
02/13/2013 - 04/14/2017
SECURITIES AMERICA, INC. (PACIFIC JUNCTION IA)
IA
05/17/2006 - 02/13/2013
BROKER DEALER FINANCIAL SERVICES CORP. (PACIFIC JCT. IA)
BOTH
Issued 02/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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