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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 Maloney is a registered investment advisor representative with Wellth Advisory Services, LLC, which is a registered investment advisor. Shannon has been in the financial services industry for over 25 years. Shannon Maloney holds a Series 7, Series 63 and Series 65 license.
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.
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IL
06/28/2024 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
MI
08/13/2014 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Northville MI)
MI
05/14/2012 - 08/06/2014
FINANCIAL TELESIS INC (LIVONIA MI)
MI
07/02/2003 - 04/05/2011
DIVERSIFIED INVESTORS SECURITIES CORP. (BINGHAM FARMS MI)
NY
03/10/2000 - 10/19/2001
BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)
NY
09/11/1997 - 12/17/1999
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
PA
12/14/1993 - 07/03/1997
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 07/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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