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 Kada is a financial advisor who has been in the industry for over 14 years. Shawn Kada is currently registered with Vanguard Advisers, Inc. and has a Series 7, Series 66, and SIE license. Prior to Vanguard Advisers, Inc., Shawn Kada was employed by Ameriprise Financial Services, Inc.. Shawn Kada is a Certified Financial Planner. Shawn Kada specializes in retirement planning, college savings, investment planning, insurance, and estate planning.
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.
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
08/18/2014 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
07/14/2006 - 08/04/2010
AMERIPRISE FINANCIAL SERVICES, INC. (NEW HOPE PA)
BOTH
Issued 07/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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