Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Jason McCormick is a financial advisor with over 20 years of experience in the industry. Shawn is a registered representative with Cetera Investment Advisers LLC and holds Series 6, 7, 24, 51, and 63 licenses. Shawn also holds the Certified Financial Planner designation. Shawn is based in Avon, Ohio and has been associated with Cetera Investment Advisers LLC since 2013. Prior to that, Shawn was a registered representative with Legacy Financial Services, Inc. and The Huntington Investment Company. Shawn provides financial services to individuals and small businesses. Shawn also specializes in fixed insurance.
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
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (AVON OH)
CA
02/17/2004 - 05/27/2005
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
OH
08/11/2003 - 11/24/2003
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BC
Issued 04/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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