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Shawn Eric Whitehead

Pacific Select Distributors, LLC

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About Shawn Eric Whitehead

Shawn Whitehead has been in the financial industry since 2003. Shawn holds Series 6, 7, 63 and 66 licenses and is a registered representative with Pacific Select Distributors, LLC. Shawn currently works out of their Newport Beach, California office and is registered in Massachusetts. Before joining Pacific Select Distributors, LLC, Shawn worked for CITIZENS SECURITIES, INC., VOYA FINANCIAL ADVISORS, INC., COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC., COLUMBIA MANAGEMENT DISTRIBUTORS, INC., BANC OF AMERICA INVESTMENT SERVICES, INC. and PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP.

Firm Information

Shawn Whitehead is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Shawn Whitehead’s Registration & Firm History

CA

01/22/2019 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

MA

05/23/2018 - 01/02/2019

CITIZENS SECURITIES, INC. (NATICK MA)

MA

12/21/2016 - 09/07/2017

VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)

MA

05/01/2010 - 12/02/2016

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

03/16/2006 - 05/01/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

06/27/2005 - 03/17/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

MA

02/07/2002 - 05/16/2005

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

BOTH

Issued 05/15/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/13/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2003

Series 7 - General Securities Representative Examination

BC

Issued 02/06/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shawn Eric Whitehead.
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