Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Cressman is a financial advisor at Fidelity Personal And Workplace Advisors. Shawn has been in the financial industry since 2013 and has experience working with high net worth individuals, corporations, and pension plans. Shawn holds Series 6, 7, 63, and 66 licenses. Shawn also hosts The Bald Eagle Podcast, a Philadelphia Eagles news and podcast.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
06/27/2022 - Present
Fidelity Personal AND Workplace Advisors (CENTER VALLEY PA)
PA
02/12/2021 - 08/18/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Allentown PA)
PA
05/02/2016 - 02/12/2021
CUSO FINANCIAL SERVICES, L.P. (Allentown PA)
PA
04/22/2013 - 05/04/2016
WELLS FARGO ADVISORS, LLC (BETHLEHEM PA)
PA
02/05/2013 - 04/18/2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BETHLEHEM PA)
BOTH
Issued 12/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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