Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Richard Ingram is a registered representative with Fidelity Personal AND Workplace Advisors and has been active in the industry since 2024. Shawn has a Series 7TO, Series 63, and SIE licenses. Shawn is registered in all 50 states and is an active investment advisor representative in North Carolina and Texas. Shawn is a licensed securities agent for Fidelity Personal AND Workplace Advisors.
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.
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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NC
01/10/2025 - Present
Fidelity Personal AND Workplace Advisors (RALEIGH NC)
BC
Issued 02/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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