Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Dforrest Powell is a financial advisor with Raymond James Financial Services Advisors, Inc. Shawn has been in the financial services industry since 1992. Shawn has a Series 7, Series 24, Series 63 and Series 65 license and is registered in 18 states. Shawn provides financial planning, pension consulting and portfolio management services to individuals, businesses and institutional clients. Shawn has also been involved in business ownership in rental real estate, real estate management consulting, lending solutions services, and other real estate activities.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (MIDWEST CITY OK)
FL
01/04/1999 - 05/02/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
12/02/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IL
10/01/1997 - 12/03/1997
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
01/02/1997 - 10/02/1997
BHCM INC. (HOUSTON TX)
TX
03/27/1995 - 01/02/1997
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
MO
09/18/1992 - 01/10/1995
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
IA
07/14/1992 - 09/18/1992
DICKINSON & CO. (DES MOINES IA)
NA
04/15/1992 - 07/31/1992
J. W. GANT & ASSOCIATES, INC.
IA
Issued 11/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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