Unclaimed
Shawn Holbrook is a financial advisor with PNC Investments. Shawn is a registered representative and investment advisor representative. Shawn has been in the financial services industry since 2006.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
09/01/2021 - Present
PNC Investments (WAXAHACHIE TX)
TX
09/01/2016 - 08/16/2021
BBVA SECURITIES INC. (DALLAS TX)
LA
04/18/2006 - 08/16/2016
EDWARD JONES (MONROE LA)
BC
Issued 04/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/27/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/2008
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 04/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shawn Holbrook is the right advisor for you? Invested Better is here to help.