Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawna? Claim Your ProfileShawna Christine Minervini is a registered representative and investment advisor representative with Park Avenue Securities LLC. Shawna has been in the financial services industry since 2002, and her career has included previous roles at Raymond James Financial Services, Inc., MSI Financial Services, Inc., First Allied Securities, Inc., and MML Investors Services, LLC. Shawna is also a licensed real estate broker. Shawna works with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Shawna provides a variety of financial services, including financial planning, portfolio management, and educational seminars.
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
NY
05/31/2022 - Present
Park Avenue Securities LLC (NEW YORK NY)
NC
07/25/2017 - 03/18/2021
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
03/25/2017 - 04/11/2017
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
04/03/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
07/05/2006 - 10/30/2012
FIRST ALLIED SECURITIES, INC. (CHARLOTTE NC)
NC
05/11/2004 - 07/03/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (WAXHAW NC)
NC
07/23/2002 - 05/11/2004
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
03/06/2001 - 06/11/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 04/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/22/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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