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Shantel Dawnice Washington

Missionsquare Retirement

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About Shantel Dawnice Washington

Shantel Dawnice Washington is a Registered Representative and Investment Advisor Representative with Missionsquare Retirement. Shantel has been in the securities industry since June 2005. Shantel specializes in portfolio management for both individuals and businesses. Shantel has been affiliated with Missionsquare Retirement since March 2015, prior to this, Shantel was affiliated with T. Rowe Price Investment Services, Inc. in Owings Mills, MD. Shantel has a total of 4 state licenses and is registered with the state of Delaware, District of Columbia, Maryland, and Virginia. Shantel also holds Series 63, 66, and 7 licenses as well as the SIE. Shantel is currently licensed with FINRA and the state of Delaware.

Firm Information

Shantel Washington is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shantel Washington’s Registration & Firm History

DC

08/18/2016 - Present

Missionsquare Retirement (WASHINGTON DC)

MD

04/29/2005 - 03/13/2015

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BOTH

Issued 10/23/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shantel Dawnice Washington.
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