Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Sonka is a financial advisor with U.S. Bancorp Investments, Inc., in Charlotte, NC. Shawn has been in the financial services industry since 2017. Shawn is registered to provide investment advisory services in North Carolina.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
08/08/2022 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
CO
07/25/2017 - 11/15/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
BC
Issued 09/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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