Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Massey is a financial professional with over 27 years of experience in the industry. Shannon currently works at Envestnet PMC where Shannon has been employed since July 2024. Shannon has also worked at a number of other firms including LPL FINANCIAL LLC and STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC. Shannon is registered in Illinois. Shannon's areas of specialization include portfolio management for individuals, businesses, and investment companies. Shannon also offers overlay portfolio management services to clients.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management
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.
A percentage of assets or revenues under our clients' management
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2
MA
08/02/2024 - Present
Envestnet PMC (BOSTON MA)
MA
07/15/2021 - 01/18/2024
LPL FINANCIAL LLC (BOSTON MA)
MA
03/13/2014 - 06/16/2021
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Boston MA)
MA
05/26/2010 - 08/31/2012
NGAM DISTRIBUTION, L.P. (BOSTON MA)
MA
04/06/2009 - 05/18/2010
MMC SECURITIES CORP. (NORWOOD MA)
TN
02/22/2006 - 10/13/2008
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
MA
04/26/1995 - 10/04/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 10/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/14/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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