Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Felber is a financial advisor with Fidelity Personal And Workplace Advisors. Shaun has been working in the financial services industry since 2014. Shaun is registered to offer securities and advisory services in 53 states and the District of Columbia. Shaun specializes in providing financial planning, portfolio management and educational seminars to individuals, corporations and businesses.
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.
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.
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2
TX
04/12/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
MO
09/02/2021 - 11/23/2021
PRINCIPAL SECURITIES, INC. (Clayton MO)
MO
08/09/2019 - 09/14/2019
TD AMERITRADE, INC. (ST. LOUIS MO)
NY
10/23/2017 - 01/24/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
02/06/2014 - 11/07/2015
METLIFE INVESTORS DISTRIBUTION COMPANY (ST. LOUIS MO)
MO
02/06/2014 - 11/07/2015
METLIFE SECURITIES INC. (ST. LOUIS MO)
BOTH
Issued 04/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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