Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Poynter is a financial advisor with Fidelity Personal and Workplace Advisors. She has been working in the financial services industry since 2014 and has a broad range of experience. Shannon holds the Series 7, 66, and SIE licenses. She is registered in 53 states and the District of Columbia as a broker-dealer and in 2 states as an investment advisor. Shannon has a strong track record of providing financial advice to individuals, families, and businesses. She specializes in helping clients with a variety of financial planning needs, including retirement planning, college savings, estate planning, and investment management. She is committed to providing her clients with personalized financial advice and helping 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.
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
MI
01/31/2023 - Present
Fidelity Personal AND Workplace Advisors (WILLIAMSTON MI)
MI
09/12/2019 - 10/25/2021
MORGAN STANLEY (EAST LANSING MI)
MI
10/11/2012 - 04/07/2014
KALOS CAPITAL, INC. (LANSING MI)
MI
03/10/2010 - 12/31/2010
MADISON AVENUE SECURITIES, INC. (OKEMOS MI)
MI
04/03/2007 - 03/15/2010
NYLIFE SECURITIES LLC (OKEMOS MI)
MI
11/22/2006 - 01/24/2007
AMERIPRISE FINANCIAL SERVICES, INC. (OKEMOS MI)
BOTH
Issued 11/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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