Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Wyatt Startti is a financial advisor with Fisher Retirement Solutions LLC, a registered investment advisor. Shawn has over 15 years of experience in the financial services industry, and has held positions with several other firms, including Cambridge Investment Research, Inc., Transamerica Investors Securities Corporation, and First Citizens Investor Services, Inc. Shawn is a licensed investment advisor representative (IAR) in the state of Texas. Shawn specializes in providing investment advisory services to pension and profit-sharing plans and state or municipal government entities. Shawn's firm also provides portfolio management services for businesses.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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TX
07/03/2024 - Present
Fisher Retirement Solutions LLC (PLANO TX)
TX
05/16/2019 - 09/10/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Southlake TX)
NY
01/08/2018 - 05/20/2019
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
NC
11/02/2011 - 04/25/2016
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
NC
03/08/2010 - 10/17/2011
FIRST ALLIED SECURITIES, INC. (CARY NC)
TX
01/01/2008 - 03/17/2009
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
11/29/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
08/12/2005 - 11/29/2006
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 03/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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