Years of Experience
5-20+ Years
Brea, CA
0 Disclosures
ADVISOR BIO
Shaun James Sackett is an investment advisor representative at Sackett Wealth Advisors, Inc. based in Brea, CA. Shaun has been in the industry since 2010, previously working with Independent Financial Group, LLC and Genworth Financial Securities Corporation. Shaun's experience and knowledge provide a valuable service to clients seeking advice on financial and tax services. Shaun holds Series 66, Series 7, and SIE licenses.
SPECIALIZATIONS
Newport Beach, CA
1 Disclosures
ADVISOR BIO
Shaun Patrick Mutch is a financial advisor who works for Fairway Capital Advisors. Shaun Patrick Mutch has been in the financial industry since 2008. Currently, Shaun Patrick Mutch is registered with the state of California and Texas. Shaun Patrick Mutch is also licensed to sell securities in California and Texas.
SPECIALIZATIONS
SANTA ANA, CA
10 Years Experience
0 Disclosures
ADVISOR BIO
Shaun Soukenik is a financial advisor at LPL Financial LLC. Shaun has been working in the financial services industry since July 2014 and holds both Series 7 and 66 licenses. Shaun specializes in providing financial planning services and portfolio management for individuals and businesses. Shaun is registered in 21 states including California, Arizona, Arkansas, Colorado, Connecticut, Florida, Idaho, Illinois, Michigan, Minnesota, Montana, Nevada, New York, Ohio, Oregon, South Carolina, Tennessee, Texas, Virginia, and Washington.
SPECIALIZATIONS
Manteca, CA
0 Disclosures
ADVISOR BIO
Shaun Robert Vaught is a financial advisor with Advisor Share Wealth Management. Shaun has been in the financial services industry for over 15 years. Shaun specializes in financial planning, portfolio management, and insurance services. Shaun is registered with the state of California as an Investment Advisor Representative.
SPECIALIZATIONS
VISALIA, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Shaun Pedroncelli is a financial advisor in Visalia, California. Shaun has been in the industry since May 2012 and is currently registered with J.P. Morgan Securities LLC. Shaun also worked previously at CHASE INVESTMENT SERVICES CORP. Shaun is registered as an Investment Advisor Representative in California and Texas. Shaun holds a Series 7, 6, and 66 license.
SPECIALIZATIONS
Westlake Village, CA
20 Years Experience
0 Disclosures
ADVISOR BIO
Shaun Michael Beyrer is a financial advisor registered with Western International Securities, Inc. and has been in the industry since 2004. Shaun is also a Certified Financial Planner. Shaun is licensed to provide financial advice in California. Shaun's previous employers include J.P. Morgan Securities LLC, TD Ameritrade, Inc., PNC Investments, and Chase Investment Services Corp.
SPECIALIZATIONS
CARMEL, CA
20 Years Experience
0 Disclosures
ADVISOR BIO
Shaun McGeary is a financial advisor at LPL Financial LLC in CARMEL, CA. Shaun has been in the industry since 2005 and holds a Series 7, Series 24, and Series 66 license. Shaun previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
SPECIALIZATIONS
LOS ANGELES, CA
27 Years Experience
0 Disclosures
ADVISOR BIO
Shaun Ramirez is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Los Angeles, CA. Shaun has been in the financial industry since 1998. Shaun has passed the Series 7, Series 63 and SIE exams. Prior to joining Stifel, Nicolaus & Company, Inc., Shaun worked at HANIFEN, IMHOFF INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
SPECIALIZATIONS
Los Angeles, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Shaun Mathers is a Registered Representative and Investment Advisor Representative with Morgan Stanley. Shaun has been in the industry since 2020. Shaun holds the Series 66, Series 7TO, and the SIE licenses. Shaun has a background in law enforcement and has a strong understanding of financial markets. Shaun is committed to providing his clients with personalized financial advice and investment solutions. Shaun currently serves as a financial advisor in Los Angeles, CA and holds registrations to serve clients in several states.
SPECIALIZATIONS
Yreka, CA
2 Years Experience
1 Disclosures
ADVISOR BIO
Shaun Walton is a financial advisor at Commonwealth Financial Network. Shaun has been in the financial industry since 2022 and has a Series 7TO, Series 66, and SIE. Shaun's primary office is located in Yreka, CA. Shaun is registered to provide investment advisory services in Arizona, California, Georgia, Maryland, Missouri, Nevada, Oregon, and Washington. Shaun is also a licensed insurance agent in California. In addition to financial advising, Shaun also owns and operates a private entity, Pacific Private Wealth, LLC, established to facilitate securities, advisory, and insurance business.
SPECIALIZATIONS