Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Golden is a financial advisor with LPL Financial LLC, located in Seaford, NY. Shawn has been in the industry since 2009 and has experience with Invest Financial Corporation and UVEST Financial Services Group, Inc. Shawn is registered with the state of New York and Maine as an investment advisor representative. Shawn's primary focus is on helping individuals and families 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.
Consulting and other non-discretionary advisory services
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.
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2
NY
08/03/2021 - Present
LPL Financial LLC (SEAFORD NY)
NY
08/10/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (WESTBURY NY)
NY
01/01/2009 - 08/10/2011
UVEST FINANCIAL SERVICES GROUP, INC. (BETHPAGE NY)
BOTH
Issued 04/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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