Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Alan Berwager is a registered representative and investment advisor representative with Equitable Advisors, LLC. Shawn has been in the industry since February 28, 2008. Prior to joining Equitable Advisors, LLC, Shawn worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and M&T SECURITIES, INC.. Shawn is licensed to sell securities in 28 states and provides financial planning and portfolio management services for individuals and businesses. Shawn also offers educational seminars and helps clients select other advisors.
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.
1
2
PA
03/13/2013 - Present
Equitable Advisors, LLC (GLENMOORE PA)
PA
02/10/2010 - 10/31/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HARRISBURG PA)
MD
08/14/2001 - 08/28/2003
M&T SECURITIES, INC. (BALTIMORE MD)
BC
Issued 02/08/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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