Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawna? Claim Your ProfileShawna Rae Wegner is a financial advisor at Edward Jones. Shawna has been in the financial services industry since 2001 and has a deep understanding of the markets. She is committed to helping her clients achieve their financial goals through a personalized approach. Shawna is also highly qualified, with a Series 7, Series 63, Series 65, Series 31, and SIE license. Shawna has previously worked with UBS Financial Services Inc., Piper Jaffray & Co., Dean Witter Reynolds Inc., and PaineWebber Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
See schedule d - miscellaneous
1
2
MT
12/05/2023 - Present
Edward Jones (Billings MT)
MT
08/12/2006 - 12/31/2008
UBS FINANCIAL SERVICES INC. (BILLINGS MT)
MT
09/21/2005 - 08/12/2006
PIPER JAFFRAY & CO. (BILLINGS MT)
NJ
09/20/2001 - 09/22/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/15/1999 - 02/23/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
12/15/1988 - 07/20/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 09/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/19/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 03/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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