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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 McCutchan is an investment advisor representative with Edelman Financial Engines, and is licensed to practice in North Carolina, South Carolina, and Texas. Shawn has been in the financial industry since 2001. Shawn has experience with financial planning, portfolio management, and pension consulting. Shawn also provides educational seminars and publishes periodicals for clients. Prior to joining Edelman Financial Engines, Shawn worked at The Mutual Fund Store - Charlotte, TMFS Advisors, LLC, and Financial Engines Advisors L.L.C. Shawn is a board member for the Fellowship of Christian Athletes.
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.
Set-up fees & related svcs; reimbursements for printed materials
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NC
11/30/2016 - Present
Edelman Financial Engines (CHARLOTTE NC)
NC
10/10/2007 - 04/03/2008
PRINCOR FINANCIAL SERVICES CORPORATION (CHARLOTTE NC)
NC
07/11/2001 - 08/10/2007
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 01/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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