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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Isaacson is a financial advisor with Morgan Stanley. Shawn has over 25 years of experience in the financial services industry and is registered to provide investment advice in multiple states. Shawn is a Registered Representative and Investment Advisor Representative with Morgan Stanley. Shawn holds several licenses and certifications, including Series 4, 7, 9, 10, 24, 51, 52, 53, 63, 65 and 66. Shawn specializes in working with individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
03/21/2022 - Present
Morgan Stanley (Palm Harbor FL)
MD
03/10/2017 - 03/16/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOWSON MD)
MD
02/03/2017 - 02/23/2017
MORGAN STANLEY (BALTIMORE MD)
MD
10/19/2016 - 12/08/2016
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
MD
01/15/1997 - 09/30/2016
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 03/20/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/14/2019
Series 4 - Registered Options Principal Examination
BC
Issued 03/17/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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