Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Oliver Short has been in the financial services industry since June 20, 2005. Shawn is currently registered with Money Concepts Capital Corp. and holds several licenses, including Series 63, 66, 7, and 24. Shawn has a long history of working with individuals and businesses, and has experience providing a variety of financial services, including financial planning, portfolio management for individuals and businesses, and general consulting services. Prior to joining Money Concepts Capital Corp., Shawn worked for several other firms, including NEXT FINANCIAL GROUP, INC., MetLife Securities Inc., Capital Brokerage Corporation, Wachovia Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shawn has a strong track record of success in the financial services industry.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
09/25/2013 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
TN
03/11/2011 - 09/24/2013
NEXT FINANCIAL GROUP, INC. (WOODBURY TN)
TN
02/11/2009 - 03/21/2011
METLIFE SECURITIES INC. (FRANKLIN TN)
VA
07/28/2008 - 02/10/2009
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
04/21/2006 - 07/10/2008
WACHOVIA SECURITIES, LLC (RICHMOND VA)
NY
12/15/2004 - 10/31/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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