Unclaimed
Shawn Twigg is a financial advisor with John G. Ullman & Associates, Inc. in Horseheads, NY. Shawn Twigg specializes in providing financial planning, portfolio management for individuals, and educational seminars. Shawn Twigg is registered with the state of New York and Pennsylvania. Shawn Twigg has been in the financial services industry since October 2020.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NY
11/14/2024 - Present
John G. Ullman & Associates, Inc. (HORSEHEADS NY)
PA
10/30/2020 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WILLIAMSPORT PA)
BOTH
Issued 12/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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