Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Michael Ewasyshyn is an investment advisor representative with NewEdge Advisors, LLC, working with individuals and businesses. With a background in the financial services industry dating back to 2015, Shawn holds a Series 7 and Series 66 license, along with the Securities Industry Essentials Exam. Shawn also holds the designation of Certified Financial Planner. Prior to joining NewEdge Advisors, Shawn was with Ameriprise Financial Services, Inc. As an Investment Advisor Representative, Shawn specializes in providing financial planning and investment management. In addition to his advisory work, Shawn has a separate role with Tax Planning Solutions, LLC, where he provides support to ensure tax paperwork is completed.
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.
Guidance on pension options to ensure a secure financial future.
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.
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MI
09/06/2022 - Present
Newedge Advisors (Troy MI)
PA
09/06/2022 - 10/27/2023
NEWEDGE SECURITIES, INC. (PITTSBURGH PA)
MI
07/22/2015 - 09/14/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Novi MI)
BOTH
Issued 08/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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