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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 Hsieh is a financial advisor with Highline Wealth Partners in Sherman Oaks, CA. Shawn has been in the financial services industry since 2008, and holds Series 66, Series 7, and SIE licenses. Shawn has a strong background in providing financial planning and investment management services to a variety of clients, including individuals, families, and businesses. Shawn also holds designations as a Certified Financial Planner™ and a Chartered Financial Analyst®.
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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CA
10/22/2024 - Present
Highline Wealth Partners (SHERMAN OAKS CA)
CA
02/20/2018 - 06/01/2018
DFPG INVESTMENTS, INC. (Calabasas CA)
CA
01/13/2016 - 02/16/2018
CITY NATIONAL SECURITIES, INC. (Los Angeles CA)
CA
10/31/2012 - 12/07/2015
M HOLDINGS SECURITIES, INC. (EL SEGUNDO CA)
CA
09/01/2010 - 10/03/2012
PARK AVENUE SECURITIES LLC (DIAMOND BAR CA)
MO
04/19/2010 - 06/11/2010
EDWARD JONES (ST. LOUIS MO)
CA
05/27/2009 - 03/19/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
06/26/2008 - 08/14/2008
AMERIPRISE FINANCIAL SERVICES, INC. (LONG BEACH CA)
BOTH
Issued 07/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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