Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Sterling is a financial advisor with over 11 years of experience in the financial industry. Shaun is registered with The Pinnacle Financial Group, a registered investment advisor firm. Shaun is also registered with the state of New York as a Registered Investment Advisor. Shaun has a wide range of experience in the financial services industry, including working with individuals, families, and businesses. Shaun provides a variety of financial services, including financial planning, investment management, and retirement planning. Shaun is committed to helping clients achieve their financial goals.
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.
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.
Financial planning
1
2
NY
08/23/2021 - Present
THE Pinnacle Financial Group (MELVILLE NY)
NY
12/15/2014 - 11/02/2020
NYLIFE SECURITIES LLC (E. SETAUKET NY)
TN
08/27/2012 - 11/22/2013
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
NY
03/04/2011 - 08/14/2012
AMERIPRISE FINANCIAL SERVICES, INC. (SOUTHOLD NY)
NY
02/05/2001 - 10/12/2001
LABRANCHE & CO. LLC (NEW YORK NY)
BOTH
Issued 05/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2001
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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