Unclaimed
Shawn Pursell is a registered representative with Park Avenue Securities LLC, with over 24 years of experience in the financial services industry. Shawn is a licensed securities professional with the Series 6, 7, and 63 registrations. Shawn is also a SIE exam holder. Shawn has experience in providing investment advice and financial planning to a wide range of clients, including individuals, families, and businesses. Shawn's client base is comprised of a diverse group, including individuals, families, charitable organizations, and pension and profit sharing plans. Shawn's current employment with Park Avenue Securities LLC began in 1999. Prior to that, Shawn was employed with GUARDIAN INVESTOR SERVICES CORPORATION. Shawn's practice is based in Drums, PA.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
PA
05/03/1999 - Present
Park Avenue Securities LLC (DRUMS PA)
NY
01/28/1999 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 01/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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