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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 Marie Thomason is a financial advisor with over 20 years of experience in the industry. Shannon is registered with Morgan Stanley and is licensed to provide investment advice in 35 states and the District of Columbia. Shannon has experience working with individual investors, high-net-worth individuals, corporations, and other institutions. Shannon offers a variety of financial planning services, including investment management, retirement planning, and estate planning. Shannon also has experience working with clients who are interested in alternative investments, such as hedge funds and private equity. Prior to joining Morgan Stanley, Shannon worked with Morgan Stanley Smith Barney LLC and Morgan Stanley DW Inc. Shannon holds the Series 31, Series 7, and Series 66 licenses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
09/12/2009 - Present
Morgan Stanley (Alpharetta GA)
GA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ALPHARETTA GA)
GA
07/26/2000 - 04/02/2007
MORGAN STANLEY DW INC. (ALPHARETTA GA)
BOTH
Issued 11/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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