Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Powers is an investment advisor representative with IP Financial Advisory Services LLC. Shannon has been in the financial services industry since 1995. Shannon has experience in providing financial planning, portfolio management, and consulting services. Shannon has offices in Charlotte, NC and Ridgefield, WA.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
01/09/2024 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
WA
11/14/2012 - 12/01/2023
WESTERN INTERNATIONAL SECURITIES, INC. (Ridgefield WA)
CA
07/09/2007 - 03/29/2011
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
CA
05/02/2001 - 07/09/2007
WELLS FARGO INVESTMENTS, LLC (VENTURA CA)
CA
10/14/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
11/14/1998 - 10/21/1999
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
09/08/1993 - 11/14/1998
GLENFED BROKERAGE SERVICES (GLENDALE CA)
IA
Issued 11/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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