Unclaimed
Shawn McCombs is a financial advisor at Private Advisor Group, LLC. Shawn has been in the financial industry since 1993. Shawn has a wide range of experience and expertise in financial planning, portfolio management, and investment advisory services. Shawn is committed to providing personalized and comprehensive financial solutions to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
OH
07/30/2015 - Present
Private Advisor Group, LLC (SPRINGFIELD OH)
OH
05/11/1993 - 07/21/2015
THE HUNTINGTON INVESTMENT COMPANY (SPRINGFIELD OH)
IA
Issued 05/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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