Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Mitchell Perry is a financial advisor with over 20 years of experience in the financial services industry. Shawn Perry has a strong background in various financial services areas including investment advisory services, and securities. Shawn Perry is currently registered with Robert W. Baird & Co. Inc., where he is a Registered Representative. Previously, Shawn Perry was a Registered Representative for J.J.B. HILLIARD, W.L. LYONS, LLC, and WELLS FARGO ADVISORS, LLC. Shawn Perry holds a Series 66, Series 31, Series 7, Series 10, and Series 9 licenses and has earned the Certified Financial Planner designation.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
KY
10/18/2019 - Present
Robert W. Baird & Co. Inc. (Bowling Green - Park Plaza KY)
KY
09/12/2013 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (BOWLING GREEN KY)
KY
11/03/2006 - 09/13/2013
WELLS FARGO ADVISORS, LLC (BOWLING GREEN KY)
KY
05/01/2000 - 11/07/2006
MORGAN STANLEY DW INC. (BOWLING GREEN KY)
BOTH
Issued 08/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Shawn Perry is the right advisor for you? Invested Better is here to help.
