Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Fodge is an Investment Advisor Representative with Hbks Wealth Advisors, where Shawn has been employed since July 2022. Shawn has more than 10 years of experience in the financial services industry. Shawn holds the Series 6, 7, 63, and 65 licenses. Shawn is also a Certified Financial Planner. Prior to joining Hbks Wealth Advisors, Shawn held positions at Fidelity Brokerage Services LLC, The Huntington Investment Company, LPL Financial LLC, PNC Investments, NatCity Investments, Inc., and Greycourt & Co. Inc.
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.
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.
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2
PA
07/14/2022 - Present
Hbks Wealth Advisors (Warrendale PA)
PA
10/22/2021 - 05/24/2022
FIDELITY BROKERAGE SERVICES LLC (CRANBERRY TOWNSHIP PA)
PA
08/09/2018 - 01/14/2020
THE HUNTINGTON INVESTMENT COMPANY (PITTSBURGH PA)
PA
11/11/2015 - 11/06/2017
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
09/01/2011 - 10/26/2015
LPL FINANCIAL LLC (WEXFORD PA)
PA
11/13/2009 - 08/23/2011
PNC INVESTMENTS (PITTSBURGH PA)
PA
12/08/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (PITTSBURGH PA)
PA
03/01/2006 - 02/08/2007
PNC INVESTMENTS (STATE COLLEGE PA)
IA
Issued 02/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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