Unclaimed
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 professional with Eagle Strategies LLC. Shannon has over 15 years of experience in the financial services industry. Shannon is a registered representative in Alaska and holds Series 6, 7, 63, and 65 licenses. Shannon is also a registered investment advisor representative. Shannon has been employed at Eagle Strategies LLC since November of 2022. Prior to that, Shannon was a financial advisor with NYLIFE Securities LLC. Shannon has a passion for helping individuals and families achieve their financial goals. Shannon specializes in a variety of financial services including financial planning, insurance, and investments. Shannon is committed to providing her clients with personalized attention and guidance.
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 11/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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