Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Michelle Jenke is a financial advisor with LPL Financial LLC. Shannon has been working in the financial industry since May 2010 and holds several licenses, including Series 63, 66, and 7. Shannon has worked for several firms before joining LPL Financial, including BB&T Securities, Robert W. Baird & Co. Incorporated, and FSC Securities Corporation. Shannon is registered with the state of North Carolina and Texas.
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.
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2
NC
07/19/2019 - Present
LPL Financial LLC (RALEIGH NC)
NC
10/26/2017 - 04/25/2019
BB&T SECURITIES, LLC (RALEIGH NC)
NC
02/17/2015 - 10/24/2017
ROBERT W. BAIRD & CO. INCORPORATED (RALEIGH NC)
NC
04/30/2014 - 02/10/2015
FSC SECURITIES CORPORATION (RALEIGH NC)
NC
05/21/2010 - 04/25/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (CHAPEL HILL NC)
BOTH
Issued 03/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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