Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Jeremiah Colucy is a financial advisor with Ameriprise Financial Services, LLC. Shawn has been working in the financial industry since September 8, 2005 and holds Series 63, 66, 7 and SIE licenses. Shawn has a branch office located in Beaverton, OR. In addition to working with Ameriprise, Shawn also has a separate business which is not investment related. Shawn has been registered with both the state of Texas and Nevada, as well as with FINRA and a SRO. Shawn has 23 approved state registrations and 2 approved IA state registrations. Shawn's past employment includes Phillips and Company.
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.
Asset allocation services
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
OR
01/27/2016 - Present
Ameriprise Financial Services, LLC (Beaverton OR)
OR
09/08/2005 - 02/16/2016
PHILLIPS & COMPANY (PORTLAND OR)
BOTH
Issued 08/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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