Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawna? Claim Your ProfileShawna Green is a financial professional with over 17 years of experience in the industry. Shawna currently holds a Series 63, Series 7 and SIE license and is registered in 53 states. Shawna has previously worked at SagePoint Financial, Inc. in Clackamas, OR and SunAmerica Securities, Inc. in Phoenix, AZ. Shawna is currently employed with Fidelity Brokerage Services LLC, where she is located in Smithfield, RI.
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.
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.
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2
RI
03/22/2024 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
OR
10/31/2005 - 11/18/2022
SAGEPOINT FINANCIAL, INC. (CLACKAMAS OR)
AZ
10/12/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 4/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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