Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Kowalewski is a financial advisor at Wells Fargo Clearing Services, LLC. Shawn has been in the financial industry since 2003 and has a wide range of experience in providing investment advice to both individual and institutional clients. Shawn is registered in 28 states and holds several professional designations including the Certified Financial Planner designation. Shawn specializes in investment management, retirement planning, and estate planning. In addition to working at Wells Fargo Clearing Services, LLC, Shawn also serves as Treasurer of the Avondale Estate Swim & Tennis Club.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
07/08/2004 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
NY
01/15/2003 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2008
Series 3 - National Commodity Futures Examination
BC
Issued 09/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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