Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Patrick Corcoran is a financial advisor with Fidelity Personal and Workplace Advisors. Shawn has been in the financial industry since November 27, 2012. Shawn is registered with the state of California and Colorado as a registered representative. In Texas, Shawn is a registered representative and investment advisor representative. Shawn is also licensed to offer financial planning, educational seminars, and selection of other advisers. Shawn's firm specializes in financial planning, portfolio management for individuals and businesses. Shawn's firm manages approximately $1 billion - $10 billion in assets and has over 1,362,400 clients. Shawn's firm provides fixed fee, percentage of assets, and subscription fees. They are not authorized to receive commissions or performance-based fees.
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
MA
12/20/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 05/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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