Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn David Malone is a financial advisor registered with Equitable Advisors, LLC. Shawn has over 13 years of experience in the financial services industry and holds the Series 6, Series 63, Series 6TO, and SIE licenses. Shawn specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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CA
01/05/2024 - Present
Equitable Advisors, LLC (SAN DIEGO CA)
CA
11/11/2019 - 09/30/2020
ALLSTATE FINANCIAL SERVICES, LLC (Rancho Santa Fe CA)
CA
01/18/2017 - 10/24/2019
PRUCO SECURITIES, LLC. (SAN DIEGO CA)
CA
12/11/2015 - 01/03/2017
BBVA SECURITIES INC. (OCEANSIDE CA)
FL
09/17/2013 - 12/10/2015
WELLS FARGO ADVISORS, LLC (GAINESVILLE FL)
FL
03/12/2007 - 08/30/2013
SUNTRUST INVESTMENT SERVICES, INC. (GAINESVILLE FL)
BC
Issued 06/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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