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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Jacobowitz is a financial advisor with over 20 years of experience. Shawn currently works at Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Previously, Shawn worked at UBS Financial Services Inc. and Morgan Stanley DW Inc. Shawn holds a Series 7, Series 31, Series 63, and Series 65 license, as well as the SIE exam. Shawn's expertise includes portfolio management, financial planning, and investment consulting.
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.
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.
Investment consulting services to institutional clients
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
NJ
07/29/2016 - Present
Wells Fargo Clearing Services, LLC (RED BANK NJ)
NJ
01/13/2006 - 06/10/2016
UBS FINANCIAL SERVICES INC. (MANASQUAN NJ)
NJ
03/13/1997 - 01/17/2006
MORGAN STANLEY DW INC. (RED BANK NJ)
NY
08/13/1996 - 02/24/1997
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 03/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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