Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Taylor is a financial professional with over 16 years of experience in the industry. Shannon has a broad background in financial services, having worked with several firms including Pruco Securities, LLC, SWBC Investment Services, LLC, Kestra Investment Services, LLC, and BBVA Securities Inc. Shannon holds the Series 6, 7, 24, 63 and 66 licenses and is currently registered with Cuso Financial Services, LP. Shannon's experience spans a variety of financial services, including investment advisory services, financial planning, and portfolio management. Shannon is a Certified Financial Consultant (ChFC) and specializes in helping individuals, families, and businesses 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.
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
TX
04/19/2024 - Present
Cuso Financial Services, LP (Kyle TX)
TX
07/07/2020 - 04/18/2024
PRUCO SECURITIES, LLC. (San Marcos TX)
TX
01/25/2017 - 06/12/2020
SWBC INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
12/17/2013 - 10/04/2016
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
05/16/2013 - 12/09/2013
BBVA SECURITIES INC. (AUSTIN TX)
TX
03/07/2013 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (AUSTIN TX)
TX
10/01/2012 - 01/25/2013
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
05/21/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
TX
02/01/2011 - 05/21/2012
NEXT FINANCIAL GROUP, INC. (SAN ANTONIO TX)
TX
11/16/2007 - 01/12/2010
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/11/2006 - 09/11/2007
FIXED INCOME SECURITIES, LP (BOERNE TX)
TX
06/21/2006 - 10/27/2006
NYLIFE SECURITIES INC. (SAN ANTONIO TX)
BOTH
Issued 03/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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