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 Copeland is a financial advisor with National Financial Services LLC. Shaun has been in the financial services industry since August 25, 2007. Shaun holds the Series 7, Series 63, and SIE licenses and has been registered with FINRA since March 17, 2014. Shaun has previously worked at Fidelity Brokerage Services LLC in Westlake, TX.
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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TX
03/17/2014 - Present
National Financial Services LLC (WESTLAKE TX)
TX
07/26/2007 - 02/14/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 08/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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