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 Kolar is a financial advisor with over 20 years of experience in the financial services industry. Shawn is currently registered with Wells Fargo Clearing Services, LLC in both Florida and Texas. Shawn also holds a Series 7, Series 31, and Series 66 licenses. Prior to joining Wells Fargo Clearing Services, LLC, Shawn worked at BANC of America Investment Services, INC. and Morgan Stanley DW INC. Shawn provides investment advisory services to individuals, corporations, and institutions. Shawn specializes in portfolio management, financial planning, and investment consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
FL
03/12/2019 - Present
Wells Fargo Clearing Services, LLC (CAPE CORAL FL)
FL
12/12/2003 - 11/17/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. MEYERS FL)
NY
08/02/2000 - 12/18/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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