Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Burger is a financial advisor with Truist Advisory Services, Inc. located in Souderton, Pennsylvania. Shawn has been working in the financial industry since April 2005. Shawn is also registered as an Investment Advisor Representative in Pennsylvania. Shawn has previously worked with Key Investment Services LLC, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, PNC Investments, J.J.B. Hilliard, W.L. Lyons, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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PA
10/05/2022 - Present
Truist Advisory Services, Inc. (SOUDERTON PA)
PA
02/15/2022 - 09/30/2022
KEY INVESTMENT SERVICES LLC (MAPLE GLEN PA)
PA
09/03/2019 - 02/11/2021
KEY INVESTMENT SERVICES LLC (MAPLE GLEN PA)
PA
09/23/2015 - 04/25/2019
MORGAN STANLEY (SCRANTON PA)
PA
11/08/2010 - 09/16/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLUE BELL PA)
PA
03/27/2007 - 08/26/2010
WELLS FARGO ADVISORS, LLC (CHALFONT PA)
PA
01/01/2004 - 07/03/2006
PNC INVESTMENTS (NEWTOWN PA)
KY
09/09/2003 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MN
10/23/2002 - 07/18/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/23/2002 - 07/18/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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