Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shauna? Claim Your ProfileShauna Powell is a financial advisor who works with clients in Charlotte, North Carolina. She is registered with Alight Financial Solutions, LLC and has been in the industry since April 19, 2020. Shauna has passed the Series 63, Series 6TO and SIE exams and is licensed to sell securities in 52 states. She is currently licensed as a broker-dealer. Prior to joining Alight Financial Solutions, LLC, Shauna worked with GWFS Equities, Inc. in Andover, MA.
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.
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.
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NC
06/02/2022 - Present
Alight Financial Solutions, LLC (CHARLOTTE NC)
MA
09/16/2019 - 10/27/2021
GWFS EQUITIES, INC. (ANDOVER MA)
BC
Issued 11/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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