Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Jay McChesney is a financial advisor with Charles Schwab & CO., Inc. in Lone Tree, CO. Shawn has been in the industry since 2000 and has worked for several other firms, including JACKSON NATIONAL LIFE DISTRIBUTORS LLC and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Shawn holds multiple industry licenses, including Series 7, Series 9, Series 10, and Series 63. Charles Schwab & CO., Inc. is a leading provider of financial services, offering a range of investment products and services to individual investors and institutional clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
05/31/2013 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
10/07/2009 - 01/18/2013
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
03/14/2007 - 03/05/2009
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
CO
10/03/2006 - 03/05/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
08/06/2002 - 09/19/2006
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
MA
09/24/2001 - 06/24/2002
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
IL
06/27/2001 - 08/31/2001
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
TX
05/17/2000 - 06/15/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 06/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/08/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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