Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Gergen is a financial advisor with Steward Partners Investment Advisory, LLC in Eugene, Oregon. Shawn has been in the industry since 2000 and has a wide range of experience. Shawn Gergen is licensed to provide investment advice in a number of states, including Oregon, Texas, and more. Shawn has held prior positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shawn Gergen holds a Series 66 license as well as Series 7 and SIE.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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06/10/2024 - Present
Steward Partners Investment Advisory, LLC (EUGENE OR)
OR
11/09/2000 - 02/07/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EUGENE OR)
BOTH
Issued 11/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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