Unclaimed
Shannon Theresa Dyson is a financial advisor with over 20 years of experience in the financial services industry. Shannon is currently registered with Osaic Wealth, Inc. She is a registered representative of the firm in the state of Georgia. Her prior experience includes roles with FSC Securities Corporation in Atlanta, Georgia. Shannon holds Series 4, 7, 24, and 66 licenses. She is a Notary Public. Shannon has experience providing financial planning, portfolio management, and pension consulting services.
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
AZ
11/03/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/05/2010 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
02/07/2001 - 05/29/2008
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 03/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2004
Series 4 - Registered Options Principal Examination
BC
Issued 09/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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