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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Desiree Molloy is a financial advisor registered with D.A. Davidson & Co. in Medford, Oregon. Shawn is a seasoned professional with over 20 years of experience in the industry. Shawn's experience includes previous roles with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Shawn is a Registered Representative (Series 7, 63, 31, 10, 9, and SIE) and an Investment Adviser Representative (Series 65) and specializes in working with high-net-worth individuals, corporations, and other businesses, charitable organizations, pension and profit-sharing plans, and state and municipal government entities. Shawn Desiree Molloy provides financial planning, portfolio management, and investment advisory services.
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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OR
02/26/2019 - Present
D.a. Davidson & Co. (MEDFORD OR)
OR
06/01/2009 - 09/24/2009
MORGAN STANLEY SMITH BARNEY (MEDFORD OR)
OR
01/31/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MEDFORD OR)
IA
Issued 01/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/07/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 01/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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