Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Jeremy Waked is a financial advisor with over 10 years of experience in the industry. Shawn is registered with Raymond James Financial Services Advisors, Inc. and holds licenses in multiple states. Shawn also owns and operates Practical Insurance Solutions, LLC and is a partner in Maestro Financial Partners. Shawn specializes in a wide range of financial services including financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
04/17/2019 - Present
Raymond James Financial Services Advisors, Inc. (Saint Petersburg FL)
MO
02/08/2012 - 08/29/2012
ALLSTATE FINANCIAL SERVICES, LLC (ST PETERS MO)
MO
08/08/2007 - 08/01/2011
ALLSTATE FINANCIAL SERVICES, LLC (ST PETERS MO)
BOTH
Issued 05/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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