Unclaimed
Shawn Eric Steadman is a financial advisor registered with David Lerner Associates, Inc. Shawn has been active in the financial industry since November 2015 and holds Series 63, SIE and Series 7 licenses. Shawn is currently registered with the states of Arizona, California, Connecticut, Florida, Georgia, Louisiana, Maine, Massachusetts, Michigan, New Jersey, New York, North Carolina and Virginia.
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.
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.
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2
NY
11/02/2015 - Present
David Lerner Associates, Inc. (WHITE PLAINS NY)
BC
Issued 11/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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