Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Hayward is a financial advisor with over 15 years of experience in the financial services industry. Shawn holds a Series 7, 9, 10, 63 and 66 licenses and is a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). Shawn currently works for Sequoia Financial Group, LLC, a registered investment advisor with over $19 billion in assets under management. Shawn is experienced in financial planning, portfolio management, and retirement planning. Shawn works with a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
08/02/2024 - Present
Sequoia Financial Group, LLC (Burlington MA)
MA
05/13/2024 - 06/27/2024
EDWARD JONES (WILMINGTON MA)
NC
09/22/2022 - 08/22/2023
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
MA
12/04/2018 - 02/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
07/25/2014 - 04/19/2018
SCOTTRADE, INC. (MEDFORD MA)
MA
09/19/2012 - 07/22/2014
SANTANDER SECURITIES LLC (BEVERLY MA)
MA
09/16/2010 - 09/19/2012
LPL FINANCIAL LLC (SWAMPSCOTT MA)
MA
11/20/2008 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
MA
09/20/2007 - 10/28/2008
TD AMERITRADE, INC. (BURLINGTON MA)
MA
07/03/2007 - 08/30/2007
BANCNORTH INVESTMENT GROUP, INC. (ANDOVER MA)
NH
06/13/2005 - 06/29/2007
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 10/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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