Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Andrew Wagner is a financial professional with over 12 years of experience in the financial services industry. Shawn is currently registered as an Investment Advisor Representative with Vanguard Advisers, Inc. in Pennsylvania and Texas. Shawn holds a Series 6, 7, 24, and 63 license, as well as the SIE designation. Shawn is a Certified Financial Planner. Shawn is associated with The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. Shawn provides financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, trusts, and non-profit organizations. Shawn is committed to providing his clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
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2
PA
04/10/2023 - Present
Vanguard Advisers, Inc. (Malvern PA)
BC
Issued 09/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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