Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Marlene Drobny is a financial advisor with Cuso Financial Services, LP, based in Pasadena, CA. Shannon has been in the financial industry since 2009. She is registered with the state of California and Texas. Shannon has a Series 7 and a Series 66 license. Shannon has experience working with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
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.
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.
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CA
06/13/2024 - Present
Cuso Financial Services, LP (Pasadena CA)
CA
09/01/2023 - 06/06/2024
OSAIC WEALTH, INC. (CALABASAS CA)
CA
08/01/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CALABASAS CA)
CA
03/01/2017 - 08/01/2022
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
12/14/2016 - 02/23/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PASADENA CA)
CA
03/31/2009 - 11/30/2016
UNIONBANC INVESTMENT SERVICES, LLC (SHERMAN OAKS CA)
BOTH
Issued 07/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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