Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Perkins is an Investment Advisor Representative, registered with the state of Virginia, working at Genuine Wealth Solutions. Shawn has been in the financial services industry for more than six years. Shawn has professional designations that include Certified Financial Planner. Shawn holds Series 7 and Series 66 licenses, and is a registered Investment Advisor Representative (IAR). Shawn's experience includes working at UBS Financial Services, Inc. and Carilion Clinic. Shawn specializes in providing financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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VA
01/04/2024 - Present
Genuine Wealth Solutions (RICHMOND VA)
VA
06/29/2016 - 08/30/2022
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
BOTH
Issued 07/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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