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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaunt? Claim Your ProfileShaunt Ozben is a financial advisor currently working at World Investment Advisors, LLC. Shaunt has been in the financial services industry for over 20 years, with experience at several prominent firms including Capitol Securities Management, UBS Paine Webber Inc., and Salomon Smith Barney Inc. Shaunt holds the Series 65 and Series 66 licenses as well as the SIE and Series 7. Shaunt specializes in providing financial advice to individuals, businesses, and institutions.
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.
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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VA
07/02/2024 - Present
World Investment Advisors, LLC (Reston VA)
VA
02/28/2002 - 01/09/2020
CAPITOL SECURITIES MANAGEMENT, INC. (RESTON VA)
NJ
11/03/2000 - 03/12/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
10/28/1999 - 09/14/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 11/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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