Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Rush is a financial advisor associated with Raymond James & Associates, Inc. Shannon has been working in the financial industry for over 19 years. Shannon has a Series 7, 6, 63, 66, 9, and 10 license. Shannon's specializations are in investment companies, variable contracts, mutual funds, municipal bonds, and investment advisory services. Shannon's previous firms include Wells Fargo Clearing Services, LLC and Wedbush Securities Inc. The firm is registered in 50 states and manages over $400 billion in assets for clients.
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.
Please see note in schedule d - miscellaneous
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.
1
2
ID
01/18/2024 - Present
Raymond James & Associates, Inc. (Eagle ID)
ID
11/03/2014 - 01/16/2024
WELLS FARGO CLEARING SERVICES, LLC (BOISE ID)
ID
12/19/2006 - 11/18/2014
WEDBUSH SECURITIES INC. (BOISE ID)
GA
04/12/2002 - 09/25/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
12/08/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 06/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
M
MEMX LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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