Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Canady is a financial advisor who has been in the industry since June 2007. Shannon is currently registered with Citigroup Global Markets Inc. as a Registered Representative. Shannon is also a Registered Investment Advisor and has been registered with the state of Florida since July 2007. Shannon has experience working with individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Shannon provides services such as asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Shannon's office is located at Citi Wealth Management, 201 S. Biscayne Blvd. #600 in Miami, Florida.
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.
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.
Asset allocation advice
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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FL
07/26/2007 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
11/18/2020 - 07/28/2021
CITI INTERNATIONAL FINANCIAL SERVICES LLC (MIAMI FL)
BOTH
Issued 7/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/8/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
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NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
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Nasdaq BX, Inc.
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Nasdaq ISE, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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