Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shauna? Claim Your ProfileShauna Burdick is a financial advisor currently registered with M Holdings Securities, Inc. in Newport Beach, CA. Shauna has been working in the financial industry since December 2004 and has a broad range of experience, having worked previously with MML Investors Services, LLC and D.J. St. Germain Co., Inc. Shauna is also a registered representative in both California and Connecticut.
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
CA
07/09/2024 - Present
M Holdings Securities, Inc. (Newport Beach CA)
CT
09/11/2007 - 05/02/2014
MML INVESTORS SERVICES, LLC (ENFIELD CT)
MA
12/20/2005 - 06/21/2007
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
07/08/2004 - 01/03/2006
D.J. ST. GERMAIN CO., INC. (SPRINGFIELD MA)
BC
Issued 08/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/04/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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