Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Scott Gaskin is a financial advisor at Mercer Global Advisors Inc., a firm with over $45 billion in assets under management. Shannon has been in the financial services industry since 1996 and has experience working with a variety of clients, including individuals, businesses, and institutions. Shannon holds a number of licenses and certifications, including Series 7, 63, 65, and 66. Shannon has a strong track record of success in helping clients 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.
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.
Trust services, estate planning, tax return preparation, consultation
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
10/10/2024 - Present
Mercer Global Advisors Inc. (Farmington Hills MI)
MI
01/11/2023 - 06/27/2023
TD AMERITRADE, INC. (Novi MI)
MI
02/27/2019 - 06/27/2023
CHARLES SCHWAB & CO., INC. (Novi MI)
MI
02/26/2018 - 02/14/2019
TD AMERITRADE, INC. (ANN ARBOR MI)
MI
09/17/2009 - 02/26/2018
SCOTTRADE, INC. (ANN ARBOR MI)
MI
03/29/2006 - 07/30/2009
ALLSTATE FINANCIAL SERVICES, LLC (GARDEN CITY MI)
OH
11/02/2001 - 11/14/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
11/02/2001 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
05/20/1997 - 11/08/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
04/26/1995 - 04/23/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 02/21/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/16/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 04/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shannon Gaskin is the right advisor for you? Invested Better is here to help.
