Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawna? Claim Your ProfileShawna Bieda is a financial advisor with over 17 years of experience in the industry. Shawna is registered with XML Financial Group and has a Series 66, Series 10, Series 9, and Series 7 license. Shawna has been registered with XML Financial Group since August 2022 and was previously registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Shawna's areas of specialization include financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
MD
08/18/2024 - Present
XML Financial Group (Pasadena MD)
MD
04/18/2005 - 07/22/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
BOTH
Issued 08/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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