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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Francis Whelan is a financial advisor at Fidelity Personal And Workplace Advisors. Shawn has been working in the financial industry since 2010. He holds Series 7, Series 63, and Series 66 securities licenses and is also a Chartered Financial Analyst. Shawn has worked for several firms in the past, including Northcoast Research Partners, LLC and Oppenheimerfunds Distributor, Inc. He is currently registered with Fidelity Personal And Workplace Advisors in Ohio and Texas. Shawn specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
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
OH
05/21/2020 - Present
Fidelity Personal AND Workplace Advisors (FAIRLAWN OH)
OH
10/06/2017 - 05/23/2018
NORTHCOAST RESEARCH PARTNERS, LLC (CLEVELAND OH)
CO
04/18/2016 - 09/18/2017
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
FL
09/30/2010 - 04/08/2016
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 04/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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