Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Hill is a financial advisor with over 14 years of experience in the industry. Shawn currently works for UBS Financial Services Inc., and is registered in California and Texas. Previously, Shawn worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc., both in Santa Barbara, California. Shawn offers financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Shawn also specializes in pension consulting and the selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
08/19/2021 - Present
UBS Financial Services Inc. (SANTA BARBARA CA)
CA
02/20/2009 - 08/20/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA BARBARA CA)
CA
09/07/2007 - 03/11/2009
CITIGROUP GLOBAL MARKETS INC. (SANTA BARBARA CA)
BOTH
Issued 09/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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