Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shauna? Claim Your ProfileShauna Lynn Mitchell is a financial advisor who has been working in the financial services industry since February 4, 2021. Shauna Lynn is registered with the state of Colorado and is currently employed with First Command Advisory Services. She is a Series 66, Series 7TO and SIE license holder. Shauna Lynn Mitchell specializes in helping individuals and charitable organizations reach their financial goals. She provides financial planning and portfolio management services. Shauna Lynn has a long history of working in the financial services industry and is passionate about helping her clients achieve their financial goals.
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.
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.
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2
CO
06/18/2021 - Present
First Command Advisory Services (Colorado Springs CO)
BOTH
Issued 05/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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