Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Sperrazza is a financial advisor at Fisher Investments. Shawn has been working in the financial services industry since October 2018. Shawn is licensed to provide investment advice in Texas. Shawn holds the Series 63, Series 65, and Series 7TO licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/23/2021 - Present
Fisher Investments (PLANO TX)
TX
10/25/2018 - 10/07/2021
NYLIFE SECURITIES LLC (AUSTIN TX)
IA
Issued 11/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/16/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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