Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Zoller is a registered representative with Innovation Partners LLC, a firm that provides investment advisory and consulting services to individuals and businesses. Shannon has been in the financial services industry since 2012 and has a broad range of experience, working with clients across multiple states. Shannon is licensed to offer securities and investment advisory services in multiple jurisdictions. Shannon holds the Series 7, Series 24, and Series 63 securities licenses, and the SIE exam.
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 fee
1
2
NC
11/29/2017 - Present
Innovation Partners LLC (CHARLOTTE NC)
CA
03/11/2014 - 08/18/2016
GCA ADVISORS, LLC (SAN FRANCISCO CA)
IL
11/12/2009 - 03/08/2013
UBS SECURITIES LLC (CHICAGO IL)
BC
Issued 11/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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