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Shawn Malen Young eagle

Vista WAY Advisors

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About Shawn Malen Young eagle

Shawn Young eagle is an investment advisor representative with Vista WAY Advisors, located in CHARLESTOWN, MA. Shawn is a registered investment advisor in Florida, Massachusetts, and Vermont. Shawn has been in the financial industry since November 2013. Shawn has a combined 38 years of experience in the financial industry.

Firm Information

Shawn Young eagle is currently registered with Vista WAY Advisors. Vista WAY Advisors is an investment advisory firm with $16,776,332 in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. They serve high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.

$16.78M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting

Business consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shawn Young eagle’s Registration & Firm History

MA

01/18/2024 - Present

Vista WAY Advisors (CHARLESTOWN MA)

MA

06/19/2019 - 12/13/2022

AMERIPRISE FINANCIAL SERVICES, LLC (Boston MA)

MA

05/01/2015 - 06/19/2019

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

NH

11/16/2013 - 04/14/2015

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BOTH

Issued 02/25/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/25/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shawn Malen Young eagle.
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