Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shanon? Claim Your ProfileShanon Still has been an active investment advisor representative since 2008. Shanon has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2019. Shanon was previously employed by Morgan Stanley. Shanon holds the Series 7, Series 9, Series 10, Series 63 and Series 65 securities licenses and is registered to conduct business in 53 states.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/10/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEVERLY HILLS CA)
CA
11/09/2012 - 06/10/2019
MORGAN STANLEY (PASADENA CA)
DC
01/25/2008 - 04/13/2012
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
IA
Issued 05/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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