Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Trahill Morris is a financial advisor currently registered with Captrust. Shawn has been in the financial industry for more than 20 years, and has a wide range of experience in providing financial advice to individuals and businesses. Shawn also holds the Certified Financial Planner designation. Previously, Shawn worked for CHARLES SCHWAB & CO., INC., OLDE DISCOUNT CORPORATION, and EISNER SECURITIES, INC. Shawn is currently based in Boeme, TX, where he is affiliated with the Captrust branch office.
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.
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.
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
10/11/2021 - Present
Captrust (Boeme TX)
TX
08/24/1998 - 02/28/2014
CHARLES SCHWAB & CO., INC. (SAN ANTONIO TX)
MI
06/17/1997 - 08/04/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
MO
03/12/1997 - 06/12/1997
EISNER SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 12/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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