Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Dwayne Peschke is a financial advisor with LPL Financial LLC and has been working in the industry since August 2003. Shawn has a wide range of experience, having worked with several firms including Arvest Wealth Management and Chase Investment Services Corp. Shawn holds a Series 7 and Series 66 license and is a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OK
02/07/2017 - Present
LPL Financial LLC (EDMOND OK)
OK
05/31/2011 - 02/24/2017
ARVEST WEALTH MANAGEMENT (OKLAHOMA CITY OK)
TX
09/17/2008 - 05/11/2011
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
05/01/2008 - 07/30/2008
FSC SECURITIES CORPORATION (FRISCO TX)
TX
08/26/2005 - 05/08/2008
LPL FINANCIAL CORPORATION (COPPELL TX)
MN
01/24/2003 - 03/31/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/24/2003 - 03/31/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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