Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Grimm is a financial advisor at Lincoln Investment with over 17 years of experience in the industry. Shawn provides financial planning services to individuals and businesses. Shawn is a registered representative and investment advisor representative in the state of Texas.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
03/25/2021 - Present
Lincoln Investment (SUGAR LAND TX)
TX
04/23/2007 - 12/19/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
07/25/2006 - 02/16/2007
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
07/17/1998 - 02/16/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HOUSTON TX)
MN
01/01/1997 - 06/11/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/01/1997 - 06/11/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/16/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shawn Grimm is the right advisor for you? Invested Better is here to help.
