Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Philip Sims is an investment advisor representative with Truist Advisory Services, Inc., and has been in the industry since July 25, 1998. Shaun holds the Series 7, Series 26, Series 63, and Series 66 licenses. Shaun has been registered with Truist Advisory Services, Inc. since February 2021. Shaun has prior work experience at SunTrust Advisory Services, SunTrust Securities, Inc, First Citizens Investor Services, Inc., Edward Jones, and Ameritrade. Shaun specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
09/27/2016 - Present
Truist Advisory Services, Inc. (NORTH CHESTERFIELD VA)
NC
10/24/2000 - 06/08/2004
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
MO
06/17/1999 - 09/01/2000
EDWARD JONES (ST. LOUIS MO)
NE
05/26/1998 - 06/07/1999
AMERITRADE (BELLEVUE NE)
BOTH
Issued 06/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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