Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Travette Bostic is a financial advisor registered with Kestra Advisory Services, LLC. Shawn Bostic is registered in Texas and has been in the industry since 1999. Shawn Bostic specializes in providing financial planning, portfolio management, and selection of other advisors for individuals, businesses, and pension plans. Shawn Bostic has passed the Series 7, 24, 53, 55, and 63 exams. Shawn Bostic is also a licensed real estate broker in Texas.
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.
1
2
TX
09/11/2019 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
12/18/2017 - 09/05/2019
HD VEST INVESTMENT SERVICES (Irving TX)
TX
05/28/2010 - 12/03/2012
SWS FINANCIAL SERVICES, INC. (DALLAS TX)
TX
04/13/2009 - 12/03/2012
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
07/11/2008 - 04/13/2009
CULLUM & BURKS SECURITIES, INC. (DALLAS TX)
TX
03/06/2001 - 04/17/2008
NFP SECURITIES, INC. (AUSTIN TX)
TX
10/25/1999 - 02/27/2001
ACCESS BROKER.COM, INC. (RICHARDSON TX)
TX
08/05/1997 - 10/25/1999
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
08/30/1997 - 10/20/1999
SWS FINANCIAL SERVICES (DALLAS TX)
TX
03/28/1994 - 08/13/1997
CULLUM & SANDOW SECURITIES, INC. (DALLAS TX)
IA
Issued 02/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/1998
Series 12 - NYSE Branch Manager Examination
BC
Issued 02/28/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/10/1997
Series 4 - Registered Options Principal Examination
BC
Issued 03/18/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shawn Bostic is the right advisor for you? Invested Better is here to help.
