Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Hogan is a financial advisor with over 23 years of experience in the financial services industry. Shannon is registered with Truist Advisory Services, Inc. Shannon has a strong background in financial planning, portfolio management, and investment advisory services. Shannon's career has spanned a number of reputable firms including Edward Jones, Wells Fargo Advisors, LLC, Primevest Financial Services, Inc., UVEST Financial Services Group, Inc., Essex National Securities, Inc. and Allfirst Brokerage Corporation. Shannon is committed to providing personalized financial advice and guidance to her clients, 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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
MD
09/12/2016 - Present
Truist Advisory Services, Inc. (COLUMBIA MD)
MD
01/18/2012 - 08/25/2015
EDWARD JONES (HIGHLAND MD)
MD
03/13/2008 - 11/30/2011
WELLS FARGO ADVISORS, LLC (BALTIMORE MD)
MD
09/07/2006 - 03/25/2008
PRIMEVEST FINANCIAL SERVICES, INC. (COLUMBIA MD)
NC
01/19/2005 - 01/03/2006
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
06/30/2003 - 07/01/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
CA
09/27/2001 - 07/01/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MD
03/30/1995 - 12/23/1999
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 9/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/6/2008
Series 7 - General Securities Representative Examination
BC
Issued 3/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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