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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 Duane Sokolosky is a financial advisor with Pollux Wealth Management. Shawn has been a financial advisor for over 30 years. Shawn holds the Series 6, 7 and 63 registrations and is licensed to provide investment advice in Kansas and Texas. Shawn works with individuals, high-net-worth individuals and families to help them achieve their financial goals. Shawn is a Registered Representative of Pollux Wealth Management.
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.
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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KS
04/04/2024 - Present
Pollux Wealth Management (WICHITA KS)
OH
08/02/1994 - 12/31/2003
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IA
Issued 03/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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