Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Allen Wears is a financial advisor with over 15 years of experience in the financial services industry. Shawn is a Certified Financial Planner™ professional with a focus on providing financial planning, portfolio management, and insurance services to individuals, families, and businesses. Shawn has a strong commitment to providing personalized advice and strategies to help clients achieve their financial goals. Shawn is currently registered with Lincoln Investment and Capital Analysts and is licensed to sell securities in Illinois, Indiana, Arizona, Florida, Hawaii, Ohio, and Wisconsin.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
03/29/2018 - Present
Lincoln Investment (Fort Washington PA)
OH
06/03/2013 - 06/09/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (COLUMBUS OH)
CA
03/09/2011 - 02/04/2013
ALTEGRIS INVESTMENTS, INC. (LA JOLLA CA)
IL
05/08/2008 - 02/23/2011
RYDEX DISTRIBUTORS, LLC (SCHAUMBURG IL)
WI
01/01/2008 - 06/11/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MADISON WI)
OH
06/02/2003 - 04/27/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IL
12/16/2002 - 04/17/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 02/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2011
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2011
Series 3 - National Commodity Futures Examination
BC
Issued 12/31/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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