Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Gerald Hanquist is a financial advisor in Oklahoma City, Oklahoma. Shawn is registered with Plan Group Financial, Inc. Shawn has been a financial advisor for over 9 years. Shawn's background includes a history of working with Wells Fargo Advisors, LLC, Securities America, Inc., and WealthPlan Partners Inc D.B.A FIT WEALTH ADVISORS. Shawn holds Series 6, 7, 63, 65, and SIE licenses. Shawn also holds the Certified Financial Planner designation. Shawn's specializations include retirement planning, college savings, and estate planning. Shawn currently serves individual clients and high net worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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
OK
06/14/2023 - Present
Plan Group Financial, Inc. (OKLAHOMA CITY OK)
NE
09/28/2018 - 12/23/2020
SECURITIES AMERICA, INC. (GRAND ISLAND NE)
NE
05/28/2014 - 10/02/2018
WELLS FARGO CLEARING SERVICES, LLC (HASTINGS NE)
NE
09/07/2011 - 05/28/2014
CETERA INVESTMENT SERVICES LLC (GRAND ISLAND NE)
NE
10/09/2008 - 01/19/2010
FARMERS FINANCIAL SOLUTIONS, LLC (GRAND ISLAND NE)
IA
Issued 10/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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