Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Dorrough is a financial advisor with Ameriprise Financial Services, LLC. Shawn has been in the financial services industry since 2001. Shawn holds a Series 7, Series 63, and Series 66 license and is registered with FINRA and the State of Texas. Shawn provides financial planning and investment advice to individuals, businesses, and charitable organizations. Shawn is a dedicated professional with a passion for helping people reach their financial goals. Prior to joining Ameriprise, Shawn worked for Guidestone Financial Services and PFPC Distributors, Inc. Shawn's areas of specialization include: Investment Advisory Services, Asset Allocation, Mutual Funds, Annuities, and Retirement Planning.
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.
Asset allocation services
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.
1
2
TX
01/24/2024 - Present
Ameriprise Financial Services, LLC (HOUSTON TX)
TX
12/15/2010 - 01/02/2024
GUIDESTONE FINANCIAL SERVICES (DALLAS TX)
TX
01/11/2007 - 12/31/2008
PFPC DISTRIBUTORS, INC. (DALLAS TX)
ME
11/13/2002 - 01/24/2006
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
RI
05/02/2001 - 10/31/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 01/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shawn Dorrough is the right advisor for you? Invested Better is here to help.
