Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Greenland is a financial advisor with over 20 years of experience. Shawn William Greenland currently works at Next Financial Group, Inc. and is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative. Prior to joining Next Financial Group, Inc. Shawn worked at WADDELL & REED, INC.. Shawn has a strong background in the financial services industry and is dedicated to providing personalized financial advice to meet the needs of his clients. Shawn William Greenland holds several professional designations, including the Certified Financial Planner designation and the Chartered Financial Consultant designation. Shawn holds Series 66 and Series 7 licenses.
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.
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.
Seminar/workshop attendance fees
1
2
PA
12/21/2023 - Present
Next Financial Group, Inc. (MECHANICSBURG PA)
PA
08/08/2000 - 01/23/2007
WADDELL & REED, INC. (HARRISBURG PA)
BOTH
Issued 08/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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