Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Carlin is a financial advisor with over 20 years of experience in the financial services industry. Shawn is currently registered with Pimco Investments LLC. Previously, Shawn was employed by Lincoln Financial Distributors, Inc. Shawn has passed the Series 6, Series 7 and Series 63 exams. Shawn is currently registered with FINRA and the states of California, Florida, Illinois, New York, Texas and Wisconsin.
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.
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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2
TX
04/21/2011 - Present
Pimco Investments LLC (Austin TX)
PA
01/29/2007 - 04/01/2011
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IA
02/07/2005 - 11/30/2006
WM FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
PA
02/13/2004 - 02/10/2005
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
02/19/1997 - 05/01/2003
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BC
Issued 03/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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