Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Mihal is a financial advisor currently registered with Osaic Wealth, Inc. Shawn has over 20 years of experience in the financial industry, with previous experience at LPL Financial LLC and Waddell & Reed. Shawn is a Series 7, Series 24, Series 66, and SIE licensed advisor, and holds a General Securities Principal Examination. Shawn has experience in providing financial planning, pension consulting, educational seminars, and selection of other advisors to individual and business clients. Shawn is also a partner in Iron House LLC and Eagle Rock Stays LLC, real estate rental companies.
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
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
05/23/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
SC
12/20/2021 - 10/20/2022
LPL FINANCIAL LLC (FORT MILL SC)
FL
07/23/2021 - 12/16/2021
LPL FINANCIAL LLC (FORT LAUDERDALE FL)
FL
04/02/2015 - 12/16/2021
WADDELL & REED (FORT LAUDERDALE FL)
KS
04/02/2015 - 12/23/2019
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
FL
09/09/2010 - 03/31/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
OH
11/14/2001 - 08/26/2010
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
BOTH
Issued 9/6/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/15/2002
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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