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Advisors in Palm Beach Gardens, Florida
1,385 Results
Unclaimed

Money Concepts Capital Corp. | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Shari Leigh Wyse is a financial advisor with Money Concepts Capital Corp. based in Palm Beach Gardens, FL. Shari Wyse has been in the financial services industry since 2004 and has a strong track record of helping her clients achieve their financial goals. Shari Wyse is a Certified Financial Planner, and is registered with the state of Ohio. Shari Wyse offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. Shari Wyse works with individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
GENERAL CONSULTING SERVICES
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sharlene Jamison is a financial professional with over 10 years of experience in the industry. Sharlene has a Series 6, Series 63, and SIE license and is currently registered with GWN Securities Inc. in New York and Pennsylvania. Sharlene's previous experience includes working with Cadaret, Grant & Co., Inc. Sharlene is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Sharlene's areas of expertise include financial planning, portfolio management for individuals, and market timing services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Louise Gorman is an experienced financial professional with a focus on investment company products and variable contracts. Sharon has been active in the industry since 2007 and holds several professional licenses and certifications, including Series 6, 26, 51, and 99. She is currently registered with GWN Securities Inc. and has a long track record of success in providing financial guidance and investment management to clients.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Lincoln Investment | CFA ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Shashi Mehrotra is a financial advisor with over 25 years of experience in the financial services industry. Shashi is registered with Lincoln Investment and Capital Analysts. Shashi Mehrotra provides a wide range of financial services including portfolio management for individuals and businesses, financial planning and selection of other advisors. Shashi Mehrotra has earned the Chartered Financial Analyst designation.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Shavard Branam is a financial professional with over 8 years of experience in the financial services industry. Shavard has a Series 6, Series 63 and SIE license and is registered in 16 states. Currently, Shavard is associated with GWN Securities Inc. as a Registered Representative and Investment Advisor Representative. Prior to joining GWN Securities Inc., Shavard worked at Hornor, Townsend & Kent, LLC and Northwestern Mutual Investment Services, LLC. Shavard's areas of expertise include portfolio management for individuals, market timing services and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Money Concepts Capital Corp.

location

PALM BEACH GARDENS, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Oliver Short has been in the financial services industry since June 20, 2005. Shawn is currently registered with Money Concepts Capital Corp. and holds several licenses, including Series 63, 66, 7, and 24. Shawn has a long history of working with individuals and businesses, and has experience providing a variety of financial services, including financial planning, portfolio management for individuals and businesses, and general consulting services. Prior to joining Money Concepts Capital Corp., Shawn worked for several other firms, including NEXT FINANCIAL GROUP, INC., MetLife Securities Inc., Capital Brokerage Corporation, Wachovia Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shawn has a strong track record of success in the financial services industry.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
GENERAL CONSULTING SERVICES
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Anderson is a financial professional with over 10 years of experience in the industry. Shawn is currently registered with GWN Securities Inc. as a Registered Representative and Investment Advisor Representative. Shawn is licensed to provide financial advice in Delaware, Florida, Maryland, New Jersey, Pennsylvania, and South Carolina. Shawn has a strong background in securities and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc. | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Finley is a financial advisor with GWN Securities Inc. Shawn has been in the industry since 2010. Shawn holds the Series 66, Series 7 and SIE licenses. Shawn is a Certified Financial Planner. Shawn also sells annuities and insurance products. The firm's main office is in Palm Beach Gardens, Florida.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Logan is a financial professional with over 30 years of experience in the industry. Shawn currently works for GWN Securities Inc. and provides financial planning and portfolio management for individuals. Shawn also offers market timing services and helps clients select other advisors. Previously, Shawn worked for LINCOLN INVESTMENT and SYMETRA INVESTMENT SERVICES, INC. Shawn is registered in Washington and holds a Series 6, 22, 63 and 65 license.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

J.p. Morgan Securities LLC

location

PALM BEACH GARDENS, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Shawna Henry is a financial advisor with J.P. Morgan Securities LLC. Shawna has been working in the financial services industry since September 29, 2016. Shawna is registered with FINRA and holds the Series 6, Series 63, and SIE licenses. Shawna is also registered to offer securities in Florida and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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