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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 Patrick Dewane is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. Shawn has been in the industry since 1995 and has experience working for a number of firms. Shawn is a registered investment advisor in California and Texas. He specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Shawn Dewane and the firm have been involved in the financial services industry for over 25 years and have a solid reputation for providing quality service to their clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
10/24/2018 - Present
Raymond James Financial Services Advisors, Inc. (NEWPORT BEACH CA)
MO
07/01/2003 - 07/29/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/07/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
10/23/1995 - 07/10/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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