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 Wilkin is a financial advisor with over 17 years of experience in the financial services industry. Shannon is currently registered with LPL Financial LLC in Dayton, OH, and has held previous positions with WADDELL & REED, KEY INVESTMENT SERVICES LLC, U.S. BANCORP INVESTMENTS, INC., and FIFTH THIRD SECURITIES, INC.. Shannon has a Series 6, 7, 63, and 66 licenses as well as a SIE designation. Shannon specializes in providing financial advice to individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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
OH
07/21/2021 - Present
LPL Financial LLC (DAYTON OH)
OH
01/08/2021 - 07/21/2021
WADDELL & REED (DAYTON OH)
OH
12/04/2012 - 01/15/2021
KEY INVESTMENT SERVICES LLC (SPRINGBORO OH)
OH
12/07/2004 - 12/03/2012
U.S. BANCORP INVESTMENTS, INC. (SPRINGBORO OH)
OH
10/23/2003 - 08/06/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 03/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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