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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 Steel is a Certified Financial Planner and Investment Advisor Representative with Apella Wealth. Shawn has been in the financial services industry since February 2013. Shawn holds the Series 65 license. Apella Wealth is a financial advisory firm that provides investment management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses. Apella Wealth has offices in West Hartford, Connecticut and Reston, Virginia.
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.
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.
Fee for financial planning services. fees for technology.
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CT
05/03/2024 - Present
Apella Wealth (WEST HARTFORD CT)
IA
Issued 03/30/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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