Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawna? Claim Your ProfileShawna Lynn Theriault is a financial advisor who has been working in the financial industry since 2000. She is currently registered with Wiser Wealth Management, Inc. and is also registered in Georgia as an Investment Advisor Representative. Shawna has a wide range of experience in the industry, including time with ALPS Distributors, Inc., Charles Schwab & Co., Inc., Empire Financial Group, Inc., and Advantage Trading Group, Inc. She holds the Series 7, Series 63 and SIE exams. Shawna is also a Certified Financial Planner. She has been working with Optavia as a health coach since 2021 and is on the board of directors of a private family foundation. Shawna specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals, as well as pension and profit-sharing plans. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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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GA
06/06/2024 - Present
Wiser Wealth Management, Inc. (MARIETTA GA)
GA
08/22/2011 - 05/24/2019
ALPS DISTRIBUTORS, INC. (KENNESAW GA)
TX
01/31/2001 - 07/25/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
07/06/2000 - 01/17/2001
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
FL
08/14/1999 - 10/19/2000
ADVANTAGE TRADING GROUP, INC. (LONGWOOD FL)
BC
Issued 10/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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