Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Theodore Curry is a registered representative with Wells Fargo Clearing Services, LLC. Shawn has been in the industry since May 30, 2020. Previously, Shawn was registered with Santander Securities LLC in Philadelphia, PA and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayne, PA. Shawn holds Series 7TO, SIE and Series 66 licenses. Shawn's registrations are currently active in Georgia, and California. Shawn has experience working with high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, individuals other than high-net-worth, banking or thrift institutions, insurance companies, and state or municipal government entities.
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
GA
07/20/2023 - Present
Wells Fargo Clearing Services, LLC (CUMMING GA)
PA
05/11/2020 - 06/13/2022
SANTANDER SECURITIES LLC (Philadelphia PA)
PA
02/18/2019 - 03/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
BOTH
Issued 03/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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