Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Callahan is an investment advisor representative who has been in the industry since December 2009. Shaun Callahan is registered as an Investment Advisor Representative with Wealth Enhancement Advisory Services, LLC. Shaun Callahan holds the Series 65 and Series 66 licenses. Shaun Callahan is also a Certified Financial Planner. Shaun Callahan has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shaun Callahan's current employer, Wealth Enhancement Advisory Services, LLC, is a firm with over 600 investment advisor representatives. The firm has a long history of providing investment advisory services to individuals, families, businesses, and institutions.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
FL
07/22/2022 - Present
Wealth Enhancement Advisory Services, LLC (JACKSONVILLE FL)
FL
12/03/2009 - 01/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
IA
Issued 07/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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