Unclaimed
Shauna Marcus is a financial professional with over 24 years of experience in the industry. Shauna is currently registered with Voya Financial Partners, LLC and holds Series 6, 26, 63, 99TO and SIE licenses. Shauna has been active in the New York market for over 20 years. Before joining Voya Financial Partners, LLC, Shauna was affiliated with GWFS EQUITIES, INC. and ICMA - RC SERVICES, INC.. Shauna is also licensed in New Jersey.
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.
1
2
NY
12/23/2019 - Present
Voya Financial Partners, LLC (New York NY)
NY
04/10/1998 - 11/22/2019
GWFS EQUITIES, INC. (NEW YORK NY)
DC
03/02/1998 - 03/09/1998
ICMA - RC SERVICES, INC. (WASHINGTON DC)
BC
Issued 02/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shauna Marcus is the right advisor for you? Invested Better is here to help.