Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawna? Claim Your ProfileShawna Terese Shevlin Partain has over 20 years of experience in the financial services industry, holding both Securities and Investment Advisor licenses. Shawna is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. She specializes in providing portfolio management for individuals, businesses, and pension plans. Shawna’s past experience includes roles at Sanctuary Securities, Inc. and Wells Fargo Investments, LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WALNUT CREEK CA)
CA
06/10/2020 - 01/18/2022
SANCTUARY SECURITIES, INC. (Walnut Creek CA)
CA
07/21/2006 - 06/12/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
05/02/2001 - 07/12/2006
WELLS FARGO INVESTMENTS, LLC (WALNUT CREEK CA)
CA
07/07/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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