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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Eck is a financial advisor with Realta Investment Advisors, Inc. Shaun has been in the industry for over 14 years. Shaun has a broad range of experience serving the financial needs of individuals, families and businesses. Shaun specializes in providing comprehensive financial planning, investment management and retirement planning. Shaun is committed to helping clients achieve their financial goals. Shaun's previous experience includes roles with Kestra Investment Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cetera Investment Services LLC, LPL Financial LLC, Fifth Third Securities, Inc., Primevest Financial Services, Inc., Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated.
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.
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
DE
08/02/2022 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
IL
09/23/2020 - 07/05/2022
KESTRA INVESTMENT SERVICES, LLC (Palatine IL)
IL
10/30/2017 - 09/24/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEER PARK IL)
IL
09/02/2015 - 10/30/2017
CETERA INVESTMENT SERVICES LLC (CHICAGO IL)
IL
12/09/2013 - 09/11/2015
LPL FINANCIAL LLC (DUNDEE IL)
IL
01/16/2013 - 12/13/2013
FIFTH THIRD SECURITIES, INC. (GURNEE IL)
IL
03/17/2011 - 01/22/2013
LPL FINANCIAL LLC (DUNDEE IL)
IL
08/03/2009 - 03/08/2011
PRIMEVEST FINANCIAL SERVICES, INC. (MCHENRY IL)
IL
06/01/2009 - 07/27/2009
MORGAN STANLEY SMITH BARNEY (BARRINGTON IL)
IL
09/26/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BARRINGTON IL)
BOTH
Issued 10/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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