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Shannon Renee Shupp

MacRo Advisors, Inc.

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About Shannon Renee Shupp

Shannon Renee Shupp is a financial advisor with MacRo Advisors, Inc. based in York, Pennsylvania. Shannon has over 20 years of experience in the financial services industry. Shannon is a Certified Financial Planner™ professional and holds the Series 6 and Series 63 securities licenses.

Firm Information

Shannon Shupp is currently registered with MacRo Advisors, Inc.. MacRo Advisors, Inc. is an investment advisory firm based in York, PA, with a total of $208,504,099 in regulatory assets under management. They specialize in providing financial planning, portfolio management for individuals, and pension consulting services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They have a team of 6 licensed agents and 7 investment advisor representatives.
MacRo Advisors, Inc.

526 GREENBRIAR ROAD

YORK, PA 17404

$208.50M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shannon Shupp’s Registration & Firm History

PA

02/13/2017 - Present

MacRo Advisors, Inc. (YORK PA)

PA

05/20/1996 - 02/07/2017

MSI FINANCIAL SERVICES, INC. (CAMP HILL PA)

PA

05/20/1996 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (CAMP HILL PA)

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Licenses & Designations

BC

Issued 04/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Shannon Renee Shupp. Review regulatory record here.
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