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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 Clem is a financial advisor based in Anchorage, Alaska. Shannon is registered with Eagle Strategies LLC and has been in the industry since 2007. Shannon has a wide range of experience in the financial industry, including experience with New York Life Securities LLC. Shannon is a Registered Investment Advisor with a Series 6, Series 7, Series 63, Series 65 and SIE. Shannon offers financial planning, educational seminars, and portfolio management for individuals. Shannon is passionate about helping clients 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.
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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AK
11/21/2022 - Present
Eagle Strategies LLC (ANCHORAGE AK)
AK
01/26/2007 - 08/17/2011
NYLIFE SECURITIES LLC (ANCHORAGE AK)
IA
Issued 11/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/8/2019
SIE - Securities Industry Essentials Examination
BC
Issued 1/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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