Unclaimed
Shawn Sanger is a financial advisor with over 20 years of experience in the industry. Shawn is currently registered as a Registered Representative and Investment Advisor Representative with Wells Fargo Advisors Financial Network, LLC. Before joining Wells Fargo Advisors Financial Network, LLC, Shawn worked with Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Shawn specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses. Shawn is dedicated to helping clients achieve their financial goals.
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.
1
2
NE
09/07/2023 - Present
Wells Fargo Advisors Financial Network, LLC (OMAHA NE)
NE
01/03/2011 - 09/07/2023
WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)
NE
03/05/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (OMAHA NE)
NY
04/19/2000 - 01/24/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 04/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shawn Sanger is the right advisor for you? Invested Better is here to help.