Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Gosdin is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Shawn has been in the industry since February 1999. They offer a variety of services including financial planning, portfolio management, and pension consulting. Shawn is registered to provide investment advice in Texas and has a Series 65, Series 63, Series 31, and Series 7 license. They are also a member of the board for the GABC booster club for his son’s high school.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
04/26/1999 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOERNE TX)
MN
01/19/1999 - 03/25/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/19/1999 - 03/25/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 5/6/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/1/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/6/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 1/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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