Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn McCarthy is a financial advisor at Raymond James Financial Services Advisors, Inc. Shawn has been in the financial industry since 2023. Shawn has a Series 66 and 7TO license. Shawn works with a variety of clients including individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, high-net-worth individuals, and banking or thrift institutions. Shawn offers a range of financial services including financial planning, portfolio management, and pension consulting. Shawn is based in Honolulu, Hawaii.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
HI
06/15/2023 - Present
Raymond James Financial Services Advisors, Inc. (HONOLULU HI)
BOTH
Issued 05/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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