Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Garrett is an active investment advisor representative with Edward Jones. Shawn has been in the industry since May 14, 2009 and is registered with the state of Illinois as an investment advisor representative and a broker-dealer. They are also registered in Texas as an investment advisor representative. Shawn Garrett has worked for National Planning Corporation, Edward Jones and Serve & Protect Financial of Kinmundy Inc. Shawn Garrett holds the Series 6, Series 7, Series 63 and Series 65 licenses, and the SIE exam. Their professional specializations are in securities, mutual funds, variable annuities, life insurance, and retirement planning.
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.
See schedule d - miscellaneous
1
2
IL
12/06/2018 - Present
Edward Jones (SALEM IL)
IL
05/14/2009 - 06/02/2017
NATIONAL PLANNING CORPORATION (KINMUNDY IL)
IA
Issued 12/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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