Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shauna? Claim Your ProfileShauna Hart Bartula is a financial advisor with Raymond James Financial Services Advisors, Inc. Shauna has been in the financial services industry since 1998. Shauna is registered with the state of Texas and holds Series 6, 7, and 63 licenses. Shauna also holds the SIE exam. Shauna is a Vice President at Extraco Wealth and Trust and Extraco Banks in Waco, TX.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
08/05/2013 - Present
Raymond James Financial Services Advisors, Inc. (WACO TX)
TX
05/16/2013 - 07/31/2013
BBVA SECURITIES INC. (WACO TX)
TX
05/19/2000 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (WACO TX)
IL
05/14/1998 - 05/01/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 05/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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