Unclaimed
Shawn Dearmin is an investment professional with over 25 years of experience in the financial services industry. Currently, Shawn is registered with Charles Schwab & Co., Inc., where they have been employed since 2012. Prior to that, Shawn worked for the same firm in Texas from 1995 to 2004. They also worked for SunPoint Securities, Inc. in Texas from 1994 to 1995. Shawn has a wide range of experience in the financial services industry and is licensed to provide investment advice in California and Florida.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
04/11/2012 - Present
Charles Schwab & CO., Inc. (Orlando FL)
TX
03/14/1995 - 07/15/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
03/07/1994 - 03/07/1995
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
BC
Issued 06/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/08/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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