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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn McElderry is a financial advisor at The Ameriflex Group, where he has worked since April 2020. Shawn has been in the financial industry since February 2001 and has worked for several other firms. Shawn specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. He has over 12,000 clients and manages over $6 billion in assets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
NV
01/02/2021 - Present
THE Ameriflex Group (LAS VEGAS NV)
CA
11/13/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CALABASAS CA)
CA
09/02/2008 - 11/13/2017
SII INVESTMENTS, INC. (WOODLANDS HILL CA)
CA
07/06/2006 - 09/02/2008
SECURITIES SERVICE NETWORK, INC. (SAN DIEGO CA)
CA
11/05/2001 - 07/13/2006
FSC SECURITIES CORPORATION (SAN DIEGO CA)
NJ
07/05/2000 - 04/06/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 07/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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