Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Floresca is a financial advisor at LPL Financial LLC. Shaun has been working in the financial industry since 2004 and has experience with various financial products and services. Shaun is registered with the state of Illinois and Texas and has licenses to sell securities in those states. Shaun has a record of experience with a variety of financial products and services.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
01/26/2022 - Present
LPL Financial LLC (CHICAGO IL)
IL
08/11/2009 - 11/16/2012
CUNA BROKERAGE SERVICES, INC. (CHICAGO IL)
IL
05/19/2006 - 07/29/2009
CHASE INVESTMENT SERVICES CORP. (NILES IL)
MA
07/18/2005 - 03/09/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
10/19/2004 - 06/06/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
03/16/2004 - 10/13/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 03/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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