Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shuwun? Claim Your ProfileShuwun Ma is a financial advisor with Independent Financial Partners. Shuwun has been in the industry since June 2014 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) to provide investment advice and services. Shuwun is also registered with the state of Idaho. Shuwun offers a wide range of financial planning services including portfolio management, retirement planning, college savings, and insurance. Shuwun specializes in working with individuals, families, 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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
ID
09/11/2023 - Present
Independent Financial Partners (Boise ID)
ID
01/12/2016 - 09/08/2023
MML INVESTORS SERVICES, LLC (Meridian ID)
ID
01/23/2014 - 08/24/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOISE ID)
IA
Issued 11/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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