Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Mueller is a financial advisor in Southfield, MI with over 10 years of experience. Shawn is currently registered with AE Wealth Management, LLC and is also registered as an Investment Advisor Representative in Michigan. Shawn has also been previously registered with J.W. COLE FINANCIAL, INC., J.P. MORGAN SECURITIES LLC, WELLS FARGO CLEARING SERVICES, LLC, PNC INVESTMENTS, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Shawn Mueller specializes in financial planning, pension consulting, educational seminars, and portfolio management. Shawn Mueller has a strong focus on serving individuals, families, 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.
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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MI
05/11/2022 - Present
AE Wealth Management, LLC (Southfield MI)
MI
07/31/2020 - 05/11/2022
J.W. COLE FINANCIAL, INC. (Southfield MI)
MI
09/20/2018 - 02/13/2019
J.P. MORGAN SECURITIES LLC (BLOOMFIELD HILLS MI)
MI
05/31/2013 - 09/10/2018
WELLS FARGO CLEARING SERVICES, LLC (GROSSE POINTE WOODS MI)
MI
01/16/2013 - 04/24/2013
PNC INVESTMENTS (SHELBY TWP MI)
FL
06/21/2012 - 01/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST PALM BEACH FL)
BOTH
Issued 12/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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