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 Dreyer is a financial professional with over 20 years of experience in the financial services industry. Shaun is currently registered with Truist Securities, Inc. and previously worked for WELLS FARGO SECURITIES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and BANC OF AMERICA SECURITIES LLC. Shaun holds the Series 7, 24, 63, 79, and SIE licenses and is registered with the state of North Carolina.
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.
1
2
NC
12/13/2021 - Present
Truist Securities, Inc. (CHARLOTTE NC)
NC
05/26/2016 - 03/12/2020
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NY
11/01/2010 - 01/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
04/12/2010 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
NC
05/14/1998 - 04/07/2009
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
BC
Issued 06/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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