Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Wooden is a financial advisor with over 18 years of experience in the industry. Shawn currently works for Osaic Wealth, Inc. and Associated Investor Services, Inc. and has a background in insurance and financial services. Shawn provides financial consulting services for a fee and charges clients fees as a percentage of assets under management as well as charging for individual financial plans. Shawn is registered in 22 states and has passed the Series 6, 7, 24, 51, 63 and 65 exams.
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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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (FT. LAUDERDALE FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (FT. LAUDERDALE FL)
FL
01/06/2020 - 07/17/2020
INVESTACORP, INC. (FT. LAUDERDALE FL)
FL
12/04/2012 - 01/14/2020
PRINCIPAL SECURITIES, INC. (Miramar FL)
FL
01/16/2009 - 12/06/2012
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
FL
06/02/2008 - 01/20/2009
AXA ADVISORS, LLC (FORT LAUDERDALE FL)
FL
07/28/2005 - 06/03/2008
METLIFE SECURITIES INC. (PLANTATION FL)
FL
07/28/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PLANTATION FL)
IA
Issued 11/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/17/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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