Unclaimed
Shauna Rose Botlo is a financial professional with over 10 years of experience in the industry. Shauna is currently registered with Pacific Select Distributors, LLC, a firm based in Newport Beach, CA. Previously, Shauna worked at JACKSON NATIONAL LIFE DISTRIBUTORS LLC in Denver, CO. Shauna holds a variety of licenses and certifications, including the Series 6, Series 26, Series 63, and SIE exams. Shauna is registered in several states, including the District of Columbia, Maryland, Virginia, and West Virginia.
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
CA
04/16/2021 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CO
08/02/2011 - 04/19/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BC
Issued 09/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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