Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Davis is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado. Shaun has been in the financial industry since February 13, 2009. Shaun is a licensed securities agent in both California and Colorado, having earned their Series 63, SIE, and Series 6 licenses. Prior to joining Charles Schwab & Co., Inc., Shaun was employed with JANUS DISTRIBUTORS LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
06/20/2016 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
01/28/2009 - 06/02/2016
JANUS DISTRIBUTORS LLC (DENVER CO)
BC
Issued 03/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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