Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun William Heimann is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Shaun has been a financial advisor since 1999 and has over 20 years of experience in the industry. Shaun has a strong track record of success and is committed to providing his clients with the highest quality financial advice. Shaun is registered to provide investment advice in multiple states and also holds Series 63, 65, 66, 7, and 9 licenses. Shaun is also a member of the Investment Committee for the Boys and Girls Club of Berkshires. Shaun's experience and commitment to his clients make him a valuable asset to any investor seeking financial advice.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
09/01/2016 - Present
Wells Fargo Advisors Financial Network, LLC (PITTSFIELD MA)
MA
10/10/2001 - 02/15/2007
A. G. EDWARDS & SONS, INC. (PITTSFIELD MA)
NJ
03/09/1999 - 08/24/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 03/26/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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