Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Davis is a financial advisor with Equitable Advisors, LLC, with over 13 years of experience in the industry. Shawn has a strong track record of helping clients achieve their financial goals. Shawn holds the Series 7, Series 63, and SIE licenses and specializes in a variety of financial planning services, including portfolio management, retirement planning, and insurance. Shawn is committed to providing clients with personalized financial advice that meets their unique needs.
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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2
NJ
01/22/2024 - Present
Equitable Advisors, LLC (SECAUCUS NJ)
NJ
06/02/2016 - 01/10/2024
E1 ASSET MANAGEMENT, INC. (Plainsboro NJ)
NJ
01/02/2014 - 06/08/2016
GARDEN STATE SECURITIES, INC. (East Windsor NJ)
NJ
07/18/2012 - 01/23/2014
SWS FINANCIAL SERVICES, INC. (PRINCETON NJ)
NJ
12/09/2010 - 07/19/2012
PHD CAPITAL (PRINCETON NJ)
BC
Issued 07/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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