Unclaimed
Shaquawn D Schasa is a financial professional with over 17 years of experience in the financial services industry. Shaquawn currently works at Cetera Investment Advisers LLC, a firm with a strong focus on providing a wide range of financial services to individuals, families, and businesses. Prior to joining Cetera, Shaquawn has worked for multiple firms including Securian Financial Services, Inc., Pruco Securities, LLC, MSI Financial Services, Inc., Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shaquawn holds several licenses and certifications, including Series 7, Series 24 and Series 66. Shaquawn specializes in helping clients with financial planning, pension consulting, and portfolio management. Shaquawn is dedicated to helping clients reach their financial goals and is committed to providing personalized service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
CA
08/10/2023 - Present
Cetera Investment Advisers LLC (WEST COVINA CA)
CA
03/11/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (West Covina CA)
CA
07/19/2016 - 03/04/2022
PRUCO SECURITIES, LLC. (SHERMAN OAKS CA)
CA
02/09/2011 - 07/12/2016
MSI FINANCIAL SERVICES, INC. (PASADENA CA)
CA
10/09/2009 - 04/16/2010
EDWARD JONES (WHITTIER CA)
CA
11/09/2005 - 10/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)
BOTH
Issued 11/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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