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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Rohrig is a financial advisor with LPL Financial LLC. Shawn has been in the industry since November 2009 and has held previous roles at HAZLETT, BURT & WATSON, INC. and WELLS FARGO ADVISORS, LLC. Shawn is registered in 12 states and holds a variety of licenses and designations including Series 7, Series 6, Series 63, Series 66, and Certified Financial Planner. Shawn's current practice is focused on financial planning and investment management for individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WV
07/22/2021 - Present
LPL Financial LLC (WHEELING WV)
WV
04/18/2011 - 08/13/2021
HAZLETT, BURT & WATSON, INC. (WHEELING WV)
WV
03/12/2010 - 04/14/2011
WELLS FARGO ADVISORS, LLC (WHEELING WV)
PA
07/02/2009 - 10/15/2009
FIRST INVESTORS CORPORATION (CANONSBURG PA)
BOTH
Issued 03/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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