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 Larson is a financial advisor in Phoenix, Arizona, with over 7 years of experience in the industry. Shannon is currently registered with Dynamic Wealth Advisors and previously worked at Berthel, Fisher & Company Financial Services, Inc. and AXA Advisors, LLC. Shannon specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Shannon is licensed to provide advisory services in Arizona.
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.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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2
AZ
08/13/2018 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
AZ
02/10/2015 - 09/10/2018
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (PHOENIX AZ)
AZ
08/29/2011 - 01/06/2015
AXA ADVISORS, LLC (SCOTTSDALE AZ)
BOTH
Issued 08/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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