Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Birkes is a financial advisor with over 20 years of experience in the industry. Shannon has held positions at several firms, including Securian Financial Services, Inc., Symetra Investment Services, Inc., and PaineWebber Incorporated. Shannon holds Series 7, Series 63, Series 24, and SIE licenses and is currently registered with Stancorp Equities, Inc. in Texas.
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.
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.
1
2
OR
01/03/2023 - Present
Stancorp Equities, Inc. (PORTLAND OR)
MN
09/06/2006 - 12/31/2022
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
WA
10/25/2000 - 07/31/2006
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
NJ
07/21/1998 - 10/19/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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