Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Rasmussen is a financial advisor with over 17 years of experience in the financial services industry. Shawn has a strong background in investment management and financial planning. Shawn is a Certified Financial Planner and has worked for several prominent firms including USAA Financial Advisors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shawn is currently registered with Charles Schwab & CO., Inc. and provides financial planning and portfolio management services to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/28/2020 - Present
Charles Schwab & CO., Inc. (Plano TX)
FL
05/13/2009 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
FL
12/19/2003 - 04/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)
NJ
12/11/2002 - 12/12/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 01/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/17/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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