Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Rowell is a financial advisor with Fidelity Personal And Workplace Advisors. Shaun has been in the industry since August 3, 2012. Shaun is licensed in several states and has experience working with individuals and families, corporations, and businesses. Shaun has also been involved in financial planning for charitable organizations.
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.
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.
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.
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2
NC
10/25/2021 - Present
Fidelity Personal AND Workplace Advisors (CARY NC)
NC
06/03/2014 - 10/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARY NC)
AL
12/20/2002 - 04/09/2003
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
GA
02/16/2002 - 05/08/2002
SUNTRUST SECURITIES, INC. (ATLANTA GA)
OH
10/27/2000 - 02/16/2002
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 07/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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