Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shonn? Claim Your ProfileShonn See Rutledge is an investment advisor representative with Ameriprise Financial Services, LLC. Shonn has been in the financial services industry for over 30 years. Shonn is registered with the Securities and Exchange Commission (SEC) and is also licensed to offer investment advice in several states. Shonn has worked with various firms in the past including Eagle Fund Distributors, Inc., Columbia Management Distributors, Inc., UBS Paine Webber Inc., A. G. Edwards & Sons, Inc. and Banc One Securities Corporation. Shonn specializes in offering financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Asset allocation services
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.
1
2
FL
01/14/2016 - Present
Ameriprise Financial Services, LLC (CLEARWATER FL)
FL
06/30/2008 - 09/23/2010
EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
MA
04/15/2003 - 05/08/2007
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NJ
03/19/1999 - 04/30/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MO
07/06/1995 - 03/26/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IL
12/17/1990 - 06/29/1995
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 08/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shonn Rutledge is the right advisor for you? Invested Better is here to help.
