Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Bonita Wright is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Lewiston, ME. Shawn has been in the industry since August 1997 and holds licenses in Maine and Texas. Shawn has a diverse background in financial services and has previously worked for LPL FINANCIAL LLC and COMMONWEALTH FINANCIAL NETWORK. Shawn specializes in a wide range of financial planning and investment services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Shawn is committed to providing personalized service and helping clients reach their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ME
09/07/2018 - Present
Raymond James Financial Services Advisors, Inc. (LEWISTON ME)
ME
05/31/2000 - 12/09/2015
LPL FINANCIAL LLC (LEWISTON ME)
MA
08/15/1997 - 05/31/2000
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
IA
Issued 08/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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