Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Peters is a financial advisor based in New Braunfels, Texas, and works with Christian Financial Advisors. Shawn is a registered Investment Advisor Representative in the state of Texas. Shawn has over 10 years of experience in the financial services industry and holds the Series 65, Series 66, Series 7 and Series 31 licenses. In addition to providing financial advice, Shawn also owns and operates Odin Creative, a website marketing 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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
1
2
TX
05/30/2020 - Present
Christian Financial Advisors (NEW BRAUNFELS TX)
TX
07/12/2012 - 05/13/2013
GIRARD SECURITIES, INC. (NEW BRAUNFELS TX)
TX
04/18/2008 - 07/09/2012
NEXT FINANCIAL GROUP, INC. (NEW BRAUNFELS TX)
IA
Issued 05/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Shawn Peters is the right advisor for you? Invested Better is here to help.
