Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Clark is a financial advisor with Continuum Advisory, LLC, a firm with over $1 billion in assets under management. Shawn is registered with the state of Florida and is currently active in providing investment advice. Shawn has experience with a number of different client types including high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. In addition to investment advisory services, Shawn also provides financial planning, pension consulting, and selection of other advisors. Shawn has been in the financial services industry for over 6 years and has previously worked with Kalos Capital, Inc. and Center Street Securities, Inc. Shawn's primary location is in Tampa, Florida and he is also active in Eagle, Idaho.
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.
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.
1
2
FL
01/11/2023 - Present
Continuum Advisory, LLC (Tampa FL)
FL
10/01/2020 - 09/30/2022
KALOS CAPITAL, INC. (Tampa FL)
FL
11/08/2016 - 09/30/2020
CENTER STREET SECURITIES, INC. (TAMPA FL)
BOTH
Issued 12/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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