Unclaimed
Shaun Burns is a financial advisor who has been in the industry since 1998. Shaun is registered with Wells Fargo Advisors Financial Network, LLC. Shaun is a registered representative with the state of Texas. Shaun is also registered with the state of Louisiana. Prior to working at Wells Fargo Advisors Financial Network, LLC, Shaun worked at Wells Fargo Clearing Services, LLC and J.P. Morgan Securities Inc. Shaun has obtained the Series 66, Series 7 and SIE licenses. Shaun is a licensed agent, registered representative and investment advisor representative in the state of Louisiana.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
LA
07/14/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BATON ROUGE LA)
LA
03/13/2009 - 07/14/2022
WELLS FARGO CLEARING SERVICES, LLC (BATON ROUGE LA)
LA
10/01/2008 - 04/06/2009
J.P. MORGAN SECURITIES INC. (BATON ROUGE LA)
LA
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (BATON ROUGE LA)
LA
09/15/1998 - 07/01/2006
BANC ONE SECURITIES CORPORATION (BATON ROUGE LA)
BOTH
Issued 11/16/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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