Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Longley is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Shawn has been in the financial industry since 1996. Shawn is registered with the state of Wisconsin and Texas. Shawn has a Series 7, 63, 66 and 24 license. Shawn is a Certified Financial Planner. Shawn offers financial planning, investment consulting, and portfolio management services to individual and institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
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2
WI
11/15/2019 - Present
Wells Fargo Advisors Financial Network, LLC (FOND DU LAC WI)
WI
01/01/2008 - 11/15/2019
WELLS FARGO CLEARING SERVICES, LLC (FOND DU LAC WI)
WI
07/12/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FOND DU LAC WI)
MO
10/14/1996 - 10/09/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 08/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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