Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Hare is a financial advisor with over 23 years of experience in the financial services industry. Shawn has worked for Wells Fargo Clearing Services, LLC, since November 2013, and previously worked at Morgan Stanley, Citigroup Global Markets Inc., and UBS Financial Services Inc. Shawn's expertise includes investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals. Shawn is registered in 15 states and holds Series 7, 31 and 66 licenses as well as the Series SIE.
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.
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2
CA
11/21/2013 - Present
Wells Fargo Clearing Services, LLC (WOODLAND HILLS CA)
CA
06/01/2009 - 12/02/2013
MORGAN STANLEY (SHERMAN OAKS CA)
CA
03/20/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHERMAN OAKS CA)
CA
01/28/2000 - 04/18/2008
UBS FINANCIAL SERVICES INC. (ENCINO CA)
BOTH
Issued 02/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/2000
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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