Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Lorion is a financial advisor with U.S. Bancorp Investments, Inc., located in Clinton, IA. Shawn has been working in the financial services industry since 2002. Shawn has a wide range of experience working with individuals, businesses, and institutions. Shawn holds a Series 6, Series 7, Series 63, and Series 66 licenses. Shawn has a proven track record of success in 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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IA
01/02/2019 - Present
U.s. Bancorp Investments, Inc. (Clinton IA)
IA
12/14/2016 - 12/31/2018
FORTUNE FINANCIAL SERVICES, INC. (Clinton IA)
IA
03/22/2010 - 12/14/2016
BROKER DEALER FINANCIAL SERVICES CORP. (CLINTON IA)
IL
01/23/2008 - 03/09/2010
WELLS FARGO INVESTMENTS, LLC (MORRISON IL)
IL
05/22/2007 - 12/21/2007
NATCITY INVESTMENTS, INC. (MOLINE IL)
IL
08/11/2004 - 05/01/2007
SAMMONS SECURITIES COMPANY, LLC (FULTON IL)
AZ
01/14/2003 - 08/10/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
12/03/2001 - 12/18/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 07/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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