Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn D. Grosser is a financial professional with over 15 years of experience in the industry. Shawn is currently registered with Bentallgreenoak Real Estate US LLC in Bethesda, Maryland. Previously, Shawn has held positions with SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC and AMERITAS INVESTMENT CORP. Shawn holds licenses for Series 7, 24, 66, 99TO, and 14.
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.
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.
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MD
11/05/2019 - Present
Bentallgreenoak Real Estate US LLC (Bethesda MD)
MD
04/11/2016 - 06/18/2021
SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC (Bethesda MD)
MD
05/23/2007 - 03/30/2016
AMERITAS INVESTMENT CORP. (BETHESDA MD)
BOTH
Issued 11/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 07/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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