Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Keller is a financial advisor with Edelman Financial Engines. Shawn has been a registered advisor since 2000. They have worked at several firms including Chase Investment Services Corp., Uvest Financial Services Group, Inc., and U.S. Bancorp Investments, Inc. Currently, Shawn is registered with the state of Kentucky and has an Active status with the state of Ohio.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
OH
11/30/2016 - Present
Edelman Financial Engines (CINCINNATI OH)
OH
10/27/2006 - 09/17/2007
CHASE INVESTMENT SERVICES CORP. (WEST CHESTER OH)
NC
04/19/2004 - 07/01/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MN
04/18/2002 - 04/02/2004
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
IN
08/28/2000 - 04/01/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/28/2000 - 04/01/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
02/19/1999 - 08/04/2000
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
RI
12/08/1992 - 07/06/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 11/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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