Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Christopher Chadwell is a financial advisor registered with Ameritas Advisory Services, LLC, in Cincinnati, Ohio. Shawn has been in the financial services industry since December 2012. Shawn holds the Series 7 and Series 63 securities licenses and the SIE exam. Shawn is also a Certified Financial Planner. Prior to joining Ameritas Advisory Services, LLC, Shawn worked for Fifth Third Securities, Inc. and Fidelity Brokerage Services LLC.
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.
Solicitor fees
1
2
OH
11/01/2021 - Present
Ameritas Advisory Services, LLC (CINCINNATI OH)
OH
05/25/2016 - 04/24/2018
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
KY
12/18/2012 - 05/05/2016
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 01/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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