Unclaimed
Shawn Noubar Manoukian is a financial professional with over 5 years of experience in the industry. Shawn is registered with Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in California and Texas. Shawn also has experience with Fidelity Brokerage Services LLC and Vanguard Marketing Corporation. Shawn is a Chartered Financial Consultant and holds the Series 7, Series 63, Series 65, and SIE licenses. In addition to being a financial advisor, Shawn is also a property manager for Hot Springs Palm Plaza LLC.
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.
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.
Investment consulting services to institutional clients
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.
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2
CA
01/09/2025 - Present
Wells Fargo Clearing Services, LLC (WESTLAKE VILLAGE CA)
CA
01/23/2019 - 04/17/2019
FIDELITY BROKERAGE SERVICES LLC (PASADENA CA)
AZ
07/18/2017 - 12/21/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 07/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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