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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaunna? Claim Your ProfileShaunna Marie Zoeckler is a financial advisor registered with The Colony Group, LLC. Shaunna is a seasoned professional with over 15 years of experience in the industry, specializing in financial planning, portfolio management, and investment advice for individuals, families, and businesses. Shaunna has a strong understanding of investment strategies and is committed to helping clients achieve their financial goals. Shaunna has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Independent Financial Group, LLC, and M. S. HOWELLS & CO.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
AZ
05/29/2024 - Present
THE Colony Group, LLC (Scottsdale AZ)
AZ
05/25/2021 - 09/20/2021
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
AZ
03/21/2017 - 05/28/2019
INDEPENDENT FINANCIAL GROUP, LLC (SCOTTSDALE AZ)
AZ
12/09/2014 - 03/14/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
AZ
09/02/2009 - 12/02/2014
LPL FINANCIAL LLC (SCOTTSDALE AZ)
AZ
10/30/2007 - 09/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
AZ
03/02/2006 - 10/05/2007
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
MN
12/07/2004 - 02/28/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 08/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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