Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Kent Hicks is an investment advisor representative with AE Wealth Management, LLC, licensed in Ohio. Shawn has been in the industry since January 2016. Shawn holds the Series 65 Uniform Investment Adviser Law Examination and is registered with the state of Ohio. Shawn is also a registered representative for Heritage Financial Resources, selling insurance products and services.
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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OH
12/14/2021 - Present
AE Wealth Management, LLC (BEAVERCREEK OH)
IA
Issued 01/09/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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