Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Hoskin is a financial advisor who has been in the industry since 1999. Shawn is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds Series 63, 66 and 7 licenses. Shawn has been registered with Merrill Lynch since 2014. Before working at Merrill Lynch, Shawn worked at MetLife Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., and Charles Schwab & Co., Inc. Shawn is currently registered in 53 states and 2 jurisdictions. Shawn provides financial advice to individuals, corporations, high-net-worth individuals, charitable organizations, insurance companies, pension and profit sharing plans, banking or thrift institutions, and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
AZ
02/19/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHANDLER AZ)
AZ
05/01/2009 - 01/16/2014
METLIFE SECURITIES INC. (TEMPE AZ)
AZ
01/11/2007 - 02/27/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MESA AZ)
AZ
06/07/2006 - 01/03/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SCOTTSDALE AZ)
AZ
08/27/1999 - 05/01/2006
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 06/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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