Years of Experience
5-20+ Years
INDIANA, PA
21 Years Experience
0 Disclosures
ADVISOR BIO
Shannon Marlene Sottile is a registered investment advisor representative with Osaic FA, Inc. Shannon has been in the securities industry since November 21, 2003. Shannon has also held positions at Investment Professionals, Inc. and UVEST Financial Services Group, Inc. Shannon has passed the Series 7, Series 63 and the SIE exams.
SPECIALIZATIONS
MALVERN, PA
16 Years Experience
0 Disclosures
ADVISOR BIO
Shannon Morris is a financial advisor at Vanguard Advisers, Inc. with over 15 years of experience in the industry. Shannon has a broad range of experience, including working with high-net-worth individuals, corporations, and charitable organizations. Shannon holds the Series 7, 24, 63, and 65 licenses, as well as the SIE. Shannon's expertise includes financial planning, portfolio management, and selection of other advisors.
SPECIALIZATIONS
JOHNSTOWN, PA
10 Years Experience
0 Disclosures
ADVISOR BIO
Shannon Boyd is a financial advisor with Wells Fargo Clearing Services, LLC, specializing in providing a range of investment services. Shannon is registered to offer securities in 36 states, and has been active in the industry since 2015. Shannon has a Series 7 and Series 63 license and holds the SIE designation. Shannon has experience working with a variety of clients including individuals, families, and businesses.
SPECIALIZATIONS
YORK, PA
2 Disclosures
ADVISOR BIO
Shannon Renee Shupp is a financial advisor with MacRo Advisors, Inc. based in York, Pennsylvania. Shannon has over 20 years of experience in the financial services industry. Shannon is a Certified Financial Planner™ professional and holds the Series 6 and Series 63 securities licenses.
SPECIALIZATIONS
BALA CYNWYD, PA
3 Years Experience
0 Disclosures
ADVISOR BIO
Shannon Maguire is an active investment advisor representative with Equitable Advisors, LLC, a leading financial services company. Shannon has been in the industry for over 10 years, having worked in various financial roles prior to joining Equitable. Shannon is registered in California, Georgia, Indiana, Maryland, New Jersey, New York, North Carolina, Pennsylvania, and Texas. Shannon holds the Series 66, 24, 7 and SIE licenses. Shannon specializes in financial planning, portfolio management, and pension consulting. Shannon is committed to providing their clients with personalized advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
FRANKLIN, PA
11 Years Experience
0 Disclosures
ADVISOR BIO
Shannon Nichole Kasunic is a registered investment advisor with Edward Jones. Shannon has been working in the industry since November 2013 and holds the Series 66, Series 7, and SIE exams. Shannon specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Shannon is registered in a number of states including Pennsylvania, Texas, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Ohio, Rhode Island, South Carolina, Tennessee, Utah, Virgin Islands, Virginia, Washington and West Virginia.
SPECIALIZATIONS
West Chester, PA
26 Years Experience
0 Disclosures
ADVISOR BIO
Shannon Birdsall is an investment advisor representative with Osaic Wealth, Inc.. Shannon has been in the financial services industry since May 20, 1999. Shannon holds the Series 6, Series 7, Series 63, and Series 65 licenses. Shannon specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Shannon has over 20 years of experience in the financial services industry and is committed to providing her clients with personalized financial advice and guidance.
SPECIALIZATIONS
Moosic, PA
17 Years Experience
0 Disclosures
ADVISOR BIO
Shannon Leah Rogers is a financial advisor with over 15 years of experience in the industry. Shannon is currently registered with M Holdings Securities, Inc. Shannon holds licenses for Series 63, 66 and 7 and SIE. Prior to joining M Holdings Securities, Inc., Shannon worked at Prudential Investment Management Services LLC, CUNA BROKERAGE SERVICES, INC., and Ameriprise Financial Services, Inc. Shannon specializes in providing financial advice to individuals, corporations, and businesses.
SPECIALIZATIONS
BETHLEHEM, PA
12 Years Experience
0 Disclosures
ADVISOR BIO
Shannon Kichline is a financial professional with over 10 years of experience in the industry. Shannon is currently registered with M Holdings Securities, Inc. in Bethlehem, Pennsylvania. Shannon has a strong background in investment company products and variable contracts, having passed the Series 6 exam in 2018. Shannon's professional designations include the Series 63 and SIE exams. Shannon's expertise lies in providing financial planning and portfolio management for both individuals and businesses.
SPECIALIZATIONS
Pittsburgh, PA
20 Years Experience
0 Disclosures
ADVISOR BIO
Shannon Quinn Sharrer is a financial advisor with Ameriprise Financial Services, LLC. Shannon has been in the financial industry since April 2005. Shannon is registered as a Broker-Dealer and an Investment Advisor Representative in Pennsylvania and Texas. Shannon has a Series 7, Series 63, and Series 66 licenses and holds the Chartered Financial Consultant designation. Shannon also has outside employment with S&T Bank. Shannon is affiliated with Investment Professionals, Inc., and Raymond James Financial Services, Inc.
SPECIALIZATIONS