Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Francis Aulenbach is a financial advisor with Gallagher Fiduciary Advisors, LLC. Shawn has been in the financial services industry since 2008. Shawn has a Series 6, Series 7, Series 63, and Series 65 licenses and is registered with the state of Massachusetts. Previously, Shawn was employed by several financial institutions, including TRIAD ADVISORS LLC and KESTRA INVESTMENT SERVICES, LLC. Shawn's focus is on providing retirement planning, financial planning, and investment management services. Shawn has experience working with individuals, corporations, non-profit organizations, and pension plans.
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.
See schedule d misc. for explanation
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.
1
2
MA
07/07/2022 - Present
Gallagher Fiduciary Advisors, LLC (Boston MA)
MA
03/30/2022 - 08/23/2024
TRIAD ADVISORS LLC (Boston MA)
MA
04/01/2014 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (BOSTON MA)
MA
01/24/2013 - 04/08/2014
LPL FINANCIAL LLC (BOSTON MA)
MA
01/20/2009 - 11/09/2012
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
TX
05/02/2008 - 01/30/2009
NFP SECURITIES, INC. (AUSTIN TX)
IA
Issued 06/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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