Unclaimed
Shaun Weber is a financial advisor with LPL Financial LLC in Timonium, MD. Shaun has been in the financial services industry since 2014 and has a broad range of experience working with clients in different states. Shaun is registered with both the state of Maryland and FINRA and holds multiple licenses. He also has experience with T. Rowe Price Investment Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shaun provides a variety of services, including financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
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.
Consulting and other non-discretionary advisory services
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
MD
10/17/2024 - Present
LPL Financial LLC (TIMONIUM MD)
MD
06/19/2015 - 05/26/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARKVILLE MD)
MD
04/30/2014 - 05/28/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 01/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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