Unclaimed
Shawn Danziger is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Shawn has been in the industry since December 16, 1992. Shawn is registered with the state of New Jersey. The Cambridge Investment Research Advisors, Inc. firm is located in Fairfield, Iowa. The firm provides a wide range of investment advisory services to individuals, businesses, and institutional clients. Shawn is committed to providing his clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NJ
10/09/2019 - Present
Cambridge Investment Research Advisors, Inc. (Montvale NJ)
NJ
04/24/2015 - 10/09/2019
FSC SECURITIES CORPORATION (MONTVALE NJ)
NJ
01/11/2005 - 04/29/2015
SECURITIES AMERICA, INC. (MONTVALE NJ)
CA
01/08/2002 - 01/20/2005
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
SC
07/20/1999 - 01/09/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
WI
12/17/1992 - 07/19/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
12/17/1992 - 07/19/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 01/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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