Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Irwin is an investment advisor representative and registered representative with Sorrento Pacific Financial, LLC, a registered investment advisor based in San Diego, California. Shannon is licensed to provide investment advice and securities brokerage services in Arizona, California, and Florida. Shannon is a member of the Financial Industry Regulatory Authority (FINRA) and has been in the securities industry since June 1994. Shannon Irwin specializes in providing financial planning, portfolio management and investment advisory services to individuals, corporations, and charitable organizations.
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
CA
12/17/2020 - Present
Sorrento Pacific Financial, LLC (VENTURA CA)
CA
01/03/2006 - 07/31/2009
PARTNERVEST SECURITIES, INC. (VENTURA CA)
NJ
06/03/2003 - 10/28/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/20/1994 - 06/10/2003
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 03/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shannon Irwin is the right advisor for you? Invested Better is here to help.
