Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Thomas Griese is a financial advisor with Osaic Wealth, Inc., in ST. LOUIS, MO. Shaun has been in the financial services industry since 2003. Shaun has licenses for securities in 22 states and investment advisor licenses in 3 states. Shaun has passed several securities exams including the Series 6, 7, 63, and 65, as well as the SIE exam. Shaun also has insurance licenses in Missouri and several years of experience working in the insurance industry. Shaun is a Managing Partner at Gateway Capital Advisors, LLC and Executive Wealth Advisors, LLC, both located in ST. LOUIS, MO. Shaun is also a silent partner in SA & J Home Solutions.
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.
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.
1
2
MO
01/19/2024 - Present
Osaic Wealth, Inc. (ST. LOUIS MO)
MO
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ST. LOUIS MO)
MO
03/02/2017 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ST. LOUIS MO)
MO
08/25/2003 - 03/07/2017
ONEAMERICA SECURITIES, INC. (ST LOUIS MO)
IA
Issued 03/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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