Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Paul Hittman is a financial advisor with over 20 years of experience in the industry. Shawn currently works for Raymond James Financial Services Advisors, Inc., based in Waukesha, WI. Shawn has previously worked for LPL Financial LLC and Wells Fargo Advisors Financial Network, LLC, both in Brookfield, WI. Shawn holds Series 7, 63, and 66 licenses as well as the SIE exam. Shawn provides advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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
WI
12/10/2020 - Present
Raymond James Financial Services Advisors, Inc. (Waukesha WI)
WI
05/14/2014 - 12/18/2020
LPL FINANCIAL LLC (BROOKFIELD WI)
WI
06/06/2008 - 05/16/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BROOKFIELD WI)
WI
04/17/2001 - 06/09/2008
EDWARD JONES (WAUKESHA WI)
BOTH
Issued 09/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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