Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Michael Beyrer is a financial advisor registered with Western International Securities, Inc. and has been in the industry since 2004. Shaun is also a Certified Financial Planner. Shaun is licensed to provide financial advice in California. Shaun's previous employers include J.P. Morgan Securities LLC, TD Ameritrade, Inc., PNC Investments, and Chase Investment Services Corp.
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.
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
CA
02/07/2022 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
03/24/2021 - 02/17/2022
J.P. MORGAN SECURITIES LLC (SANTA MONICA CA)
CA
01/26/2012 - 01/11/2021
TD AMERITRADE, INC. (SANTA MONICA CA)
IL
01/06/2011 - 01/19/2012
PNC INVESTMENTS (CHICAGO IL)
IL
12/17/2009 - 01/03/2011
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
CA
05/02/2009 - 06/05/2009
CHASE INVESTMENT SERVICES CORP. (SAN PEDRO CA)
CA
01/12/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (SAN PEDRO CA)
IA
Issued 05/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shaun Beyrer is the right advisor for you? Invested Better is here to help.
