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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 Truist Advisory Services, Inc. with over 20 years of experience in the financial industry. Shannon Hogan is a Registered Representative and Investment Advisor Representative in the state of Maryland. Shannon Hogan's expertise lies in providing financial advice and portfolio management services to individuals, businesses and high-net-worth individuals. Shannon Hogan holds the Series 6, 7, 24, 63 and 65 licenses.
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 09/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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