Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Casey is a financial advisor registered with Fidelity Personal and Workplace Advisors. Shawn has been in the industry since August 16, 1993, and holds a Series 7, Series 10, Series 9, Series 63, and Series 66 license. Shawn is currently registered in Texas. In the past, Shawn has worked for American Express Financial Advisors Inc. and IDS Life Insurance Company. Shawn provides financial planning services to 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.
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.
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.
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2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (PLANO TX)
MN
05/27/1993 - 08/27/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/27/1993 - 08/27/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/21/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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