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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Woods is an investment advisor representative with Soltis Investment Advisors, LLC. Shawn has been in the industry since January 2013. Shawn has a Series 65 license and is registered in California, Idaho, Nevada and Utah. Shawn's firm specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. The firm has a strong focus on charitable organizations and high-net-worth individuals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
06/06/2013 - Present
Soltis Investment Advisors, LLC (ST. GEORGE UT)
IA
Issued 04/29/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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