Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Millerick is a financial professional with over 25 years of experience in the industry. Shawn has worked with a variety of firms including Voya Financial Advisors, Inc, ING Financial Advisors, LLC, Aetna Financial Services, Inc. and American Express Financial Advisors Inc.. Shawn currently works with Cetera Investment Advisers LLC, Shawn's specialties include working with high net worth individuals, individuals other than high net worth, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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
NH
06/29/2023 - Present
Cetera Investment Advisers LLC (Concord NH)
NH
01/03/2011 - 11/18/2021
VOYA FINANCIAL ADVISORS, INC. (CONCORD NH)
NH
08/04/1998 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (CONCORD NH)
CT
07/15/1998 - 09/25/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
MN
11/13/1997 - 01/22/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/13/1997 - 01/22/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 8/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/5/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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