Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Monique Burgess is a registered representative with Principal Securities, Inc. Shannon is also registered as an investment advisor representative. Shannon has been in the industry since 2022 and is currently based in Charlotte, NC. Shannon has passed the Series 6TO and SIE exams.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
08/29/2022 - Present
Principal Securities, Inc. (Charlotte NC)
BC
Issued 08/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Shannon Burgess is the right advisor for you? Invested Better is here to help.
