Unclaimed
Shawn Titcomb is an investment advisor representative registered with Wilmington Capital Securities, LLC. Shawn is a seasoned professional with over 23 years of experience in the financial services industry. Shawn is a Series 7, 63, 24, 79, and SIE licensed professional. Shawn has held previous positions at TRIBAL CAPITAL MARKETS, LLC, NOBLE CAPITAL MARKETS, INC., VARIANT RESEARCH CORPORATION, AVALON RESEARCH GROUP, INC., and PAINEWEBBER INCORPORATED. Shawn has a demonstrated history of success in providing financial planning and portfolio management services to individuals and corporations. Shawn specializes in investment management for high-net-worth individuals and corporations.
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.
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
FL
01/28/2022 - Present
Wilmington Capital Securities, LLC (Lauderdale by the Sea FL)
FL
06/29/2017 - 01/26/2022
TRIBAL CAPITAL MARKETS, LLC (Lauderdale-by-the-Sea FL)
NY
06/06/2006 - 04/07/2017
NOBLE CAPITAL MARKETS, INC. (NEW YORK NY)
FL
06/19/2003 - 06/01/2006
VARIANT RESEARCH CORPORATION (BOCA RATON FL)
FL
08/22/2000 - 01/21/2003
AVALON RESEARCH GROUP, INC. (BOCA RATON FL)
NJ
04/16/1999 - 08/04/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 05/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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