Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Willems is a financial advisor currently registered with Alliancebernstein LP and holds various licenses and certifications. Shannon has experience working with a variety of clients including high net worth individuals, insurance companies, and investment companies. Shannon is focused on providing asset allocation, financial planning, and portfolio management services to clients. Shannon's background includes previous roles at MML Investors Services, Inc. and MML Distributors, LLC.
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.
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
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.
1
2
TX
02/17/2015 - Present
Alliancebernstein LP (HOUSTON TX)
CT
05/14/2009 - 05/20/2010
MML INVESTORS SERVICES, INC. (ENFIELD CT)
CT
10/19/2007 - 05/20/2010
MML DISTRIBUTORS, LLC (ENFIELD CT)
BOTH
Issued 02/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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