Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Mihal is a financial advisor at Osaic Wealth, Inc. with over 20 years of experience in the industry. Shawn has a strong background in financial planning, portfolio management, and pension consulting. He is licensed to provide financial advice in Florida and Missouri.
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.
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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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
05/23/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
SC
12/20/2021 - 10/20/2022
LPL FINANCIAL LLC (FORT MILL SC)
FL
07/23/2021 - 12/16/2021
LPL FINANCIAL LLC (FORT LAUDERDALE FL)
FL
04/02/2015 - 12/16/2021
WADDELL & REED (FORT LAUDERDALE FL)
KS
04/02/2015 - 12/23/2019
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
FL
09/09/2010 - 03/31/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
OH
11/14/2001 - 08/26/2010
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
BOTH
Issued 09/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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