Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Boyle is an active Registered Representative with Osaic Wealth, Inc. Shawn has been in the industry for 30 years and has a track record of working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Shawn is a General Securities Principal and holds Series 63, SIE and Series 7 licenses. Prior to joining Osaic Wealth, Inc., Shawn was a Registered Representative with Securities America, Inc. and LPL Financial LLC. In addition to his work with Osaic Wealth, Inc., Shawn also operates Tax Line Corp. as a Tax Preparer and President.
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.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (BABYLON NY)
NY
01/20/2023 - 06/14/2024
SECURITIES AMERICA, INC. (BABYLON NY)
NY
02/14/2018 - 01/30/2023
LPL FINANCIAL LLC (BABYLON NY)
NY
10/25/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (BABYLON NY)
NY
01/14/1999 - 11/13/2007
PRIME CAPITAL SERVICES, INC. (BABYLON NY)
AZ
11/08/1993 - 01/14/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 11/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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