Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Nicole Frady is a financial professional with over 10 years of experience in the industry. Shannon is currently registered with Equitable Advisors, LLC. Shannon has a diverse background in financial services, having previously worked for Allen & Company of Florida, Inc., Wells Fargo Advisors Financial Network, LLC and PNC Bank. Shannon holds a Series 63 and 65 license, along with a Series 7 and SIE license. Shannon is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
MD
08/18/2020 - Present
Equitable Advisors, LLC (COLUMBIA MD)
FL
09/06/2016 - 04/26/2017
ALLEN & COMPANY OF FLORIDA, INC. (WINTER HAVEN FL)
FL
03/05/2016 - 08/05/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WINTER HAVEN FL)
IA
Issued 06/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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