Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Vance is a financial advisor with Stratos Wealth Partners, Ltd. Shawn has been in the financial services industry since January 18, 2003. Shawn is registered with the following regulators: the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), the state of Ohio and Louisiana. Shawn is also registered as a Registered Investment Advisor (RIA) in the state of Texas. Shawn has experience working with a variety of clients including individuals, corporations, charitable organizations, insurance companies and pension and profit sharing plans. Shawn has a proven track record of helping clients reach their financial goals.
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.
Percentage of assets under management with third party managers
1
2
OH
08/19/2016 - Present
Stratos Wealth Partners, Ltd. (Powell OH)
OH
11/02/2010 - 02/03/2012
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
06/01/2009 - 06/21/2010
MORGAN STANLEY SMITH BARNEY (DUBLIN OH)
OH
08/08/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DUBLIN OH)
NY
02/24/1998 - 08/07/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 03/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 02/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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