Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Vuocolo is a registered representative with Lifemark Securities Corp. and has been in the securities industry since 2004. Shawn has a Series 7, Series 26, and Series 66 license and has held previous positions with Foresters Equity Services, Inc., ING Financial Partners, Inc., M&T Securities, Inc., and Woodbury Financial Services, Inc. Shawn has a strong background in financial planning, portfolio management for individuals and selection of other advisors. Shawn also holds a position with Fischer Financial Group providing sales and service of life and annuities.
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.
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.
1
2
PA
10/30/2018 - Present
Lifemark Securities Corp. (South Williamsport PA)
CA
01/04/2011 - 10/30/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
PA
06/01/2009 - 11/23/2010
ING FINANCIAL PARTNERS, INC. (WILLIAMSPORT PA)
PA
04/20/2005 - 05/19/2009
M&T SECURITIES, INC. (LEWISBURG PA)
MN
10/01/2004 - 04/19/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CT
04/23/2004 - 07/12/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
BOTH
Issued 06/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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