Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn McCormick is a financial advisor who has been in the industry since November 3, 2003. Shawn is currently registered with Cetera Investment Advisers LLC and has offices in Avon, OH. Shawn is also registered in 29 states, including Ohio, Texas, and California. Shawn has a wide range of experience in the financial services industry, including providing financial services, preparing individual and small business tax filings, and selling fixed insurance. Shawn is also a Certified Financial Planner.
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 4/1/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/29/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 7/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 8/8/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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