Unclaimed
Shawn Rottink is a financial advisor with Fifth Third Securities, Inc. Shawn has been in the financial services industry for over 20 years. Shawn provides portfolio management for individuals and businesses. Shawn also offers financial planning, and selects other advisors based on client needs.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/28/2024 - Present
Fifth Third Securities, Inc. (TAMPA FL)
FL
11/25/2019 - 05/29/2024
EDWARD JONES (Trinity FL)
FL
08/22/2016 - 07/29/2019
SYNOVUS SECURITIES, INC. (TAMPA FL)
FL
05/31/2013 - 03/14/2016
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
FL
07/10/2012 - 07/31/2013
LPL FINANCIAL LLC (TAMPA FL)
FL
01/23/2009 - 11/12/2010
UVEST FINANCIAL SERVICES GROUP, INC. (TAMPA FL)
AL
02/13/2007 - 07/26/2008
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
FL
08/10/2006 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (CLEARWATER FL)
FL
08/12/2004 - 07/03/2006
BB&T INVESTMENT SERVICES, INC. (CLEARWATER FL)
AL
04/20/2004 - 09/09/2004
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
MO
07/01/2003 - 04/22/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/23/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/09/1998 - 05/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/6/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/8/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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