Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Byrd is a financial professional with over 15 years of experience in the industry. Shaun has worked at several well-known firms, including Merrill Lynch and Morgan Stanley, before joining Pimco Investments LLC in 2023. Shaun's credentials include the Series 3, 7, and 66 exams, as well as the Securities Industry Essentials Examination (SIE). Shaun is registered to conduct business in 53 states, including California, Florida, Georgia, Illinois, Massachusetts, and New York.
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.
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.
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2
CA
11/09/2023 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
FL
01/30/2017 - 11/17/2023
MORGAN STANLEY (Vero Beach FL)
NJ
05/23/2008 - 01/17/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 09/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2024
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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