Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn MacDonell is a financial advisor with over 30 years of experience in the industry. Shawn is currently registered with Hantz Financial Services, Inc., and holds Series 63, SIE, and Series 7 licenses. Shawn is also a Chartered Financial Consultant. Shawn has previously worked at VESTAX SECURITIES CORPORATION, EQ FINANCIAL CONSULTANTS, INC., THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, and VANDERBILT SECURITIES, INC. Shawn provides financial planning and portfolio management services to individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Shawn is also registered in 29 states.
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.
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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2
MI
05/16/2012 - Present
Hantz Financial Services, Inc. (TAYLOR MI)
OH
05/17/1999 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
06/28/1989 - 06/02/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
06/28/1989 - 06/02/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
04/21/1989 - 05/31/1989
VANDERBILT SECURITIES, INC.
BC
Issued 05/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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