Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Davis is a financial advisor at Schwab Wealth Advisory, Inc. with over 25 years of experience in the industry. Shawn specializes in providing comprehensive financial planning, portfolio management, and advisory services to individuals and businesses. Shawn is licensed to provide these services in multiple states, including Florida and Texas. Prior to joining Schwab Wealth Advisory, Inc., Shawn held positions at Discover Brokerage Direct, Inc. and Barron Chase Securities, Inc.. Shawn is a Series 7, Series 10, and Series 66 license holder and holds several designations.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
01/06/2020 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
CA
06/03/1997 - 03/17/1999
DISCOVER BROKERAGE DIRECT, INC. (SAN FRANCISCO CA)
FL
01/02/1997 - 05/01/1997
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
BOTH
Issued 9/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/26/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/26/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/18/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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