Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn MacDonald is a financial advisor with over 25 years of experience in the financial industry. Shawn is currently registered with United Planners' Financial Services of America A Limited Partner. Shawn is a registered representative and investment advisor representative in Wisconsin and also holds licenses in several other states including California, Florida, Illinois, Kentucky, Massachusetts, Michigan, Minnesota, North Carolina, and Texas. Shawn also previously worked for Capital Financial Services, Inc. and Linsco/Private Ledger Corp.. Shawn has a wide range of experience and expertise, including financial planning, portfolio management, and insurance. Shawn is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
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2
WI
12/01/2011 - Present
United Planners' Financial Services OF America A Limited Partner (HARTLAND WI)
WI
12/01/1999 - 12/01/2011
CAPITAL FINANCIAL SERVICES, INC. (DELAFIELD WI)
SC
11/01/1999 - 12/17/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
ND
09/29/1997 - 11/01/1999
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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