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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Fagant is a financial advisor who is registered to provide investment advisory services in New York and is registered to provide securities services in all 50 states. Shaun Fagant is currently employed by Fenimore Asset Management, Inc. and has been working in the industry since 2012. Shaun Fagant has experience working with a variety of clients, including individuals, businesses, institutions, and high-net-worth individuals. The advisor provides financial planning, portfolio management for individuals, businesses, and investment companies, educational seminars, and publication of periodicals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
NY
07/14/2022 - Present
Fenimore Asset Management, Inc. (ALBANY NY)
NY
03/01/2019 - 01/04/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LATHAM NY)
NY
08/10/2015 - 02/06/2019
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
NY
08/21/2013 - 06/23/2015
LPL FINANCIAL LLC (LATHAM NY)
IL
01/07/2013 - 08/16/2013
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
02/22/2011 - 02/03/2012
SPIRE SECURITIES, LLC (ALBANY NY)
NY
12/10/2010 - 02/03/2011
ING FINANCIAL PARTNERS, INC. (ALBANY NY)
BOTH
Issued 06/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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