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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawna? Claim Your ProfileShawna Christiansen is a financial advisor with Integrated Wealth Concepts LLC. Shawna has been in the industry for over 15 years and has a diverse background in financial services. Shawna provides a range of services to clients, including financial planning, portfolio management, and retirement planning. She has extensive experience working with high-net-worth individuals, corporations, and other businesses. Shawna holds a Series 65, Series 63, Series 7, and Series 31 licenses. She also holds the Securities Industry Essentials (SIE) designation. Shawna is committed to providing her clients with personalized financial advice and guidance.
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.
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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CA
11/01/2024 - Present
Integrated Wealth Concepts LLC (ESCONDIDO CA)
CA
01/30/2019 - 12/31/2021
TRIAD ADVISORS LLC (Escondido CA)
CA
07/25/2011 - 12/24/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
01/01/2010 - 06/27/2011
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
CA
12/15/2009 - 01/01/2010
UBS INTERNATIONAL INC. (SAN DIEGO CA)
CA
01/16/2006 - 09/15/2009
CULLUM & BURKS SECURITIES, INC. (SANTA ANA CA)
IA
Issued 12/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 01/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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