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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

15 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

Cambridge Investment Research Advisors, Inc.

location

Montvale, NJ

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Danziger is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Shawn has been in the industry since December 16, 1992. Shawn is registered with the state of New Jersey. The Cambridge Investment Research Advisors, Inc. firm is located in Fairfield, Iowa. The firm provides a wide range of investment advisory services to individuals, businesses, and institutional clients. Shawn is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
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

Cambridge Investment Research Advisors, Inc.

location

Wichita, KS

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Omara is a financial advisor at Cambridge Investment Research Advisors, Inc. Shawn has been in the financial services industry since February 2001. Shawn is registered with the state of Kansas and Texas as an investment advisor representative. Shawn holds the Series 6, Series 7, Series 63, and Series 66 licenses. Shawn specializes in providing financial planning, pension consulting, educational seminars, and market timing services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Louisville, KY

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Michael Edelen is a registered representative with Cambridge Investment Research Advisors, Inc. and has been in the industry since November 2009. Shawn Edelen is a registered investment advisor in Kentucky, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, North Carolina, and Ohio. Shawn Edelen is also a registered representative with Cambridge Investment Research, Inc. and has been in the industry since July 2017.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

FAIRFIELD, IA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Shayna Marie Henderson is a registered investment advisor representative at Cambridge Investment Research Advisors, Inc. Shayna has been in the financial services industry since 2011. Shayna is a Series 66, Series 53, Series 24, Series 52TO, Series 99TO, and Series 7 licensed professional. She is registered with the state of Iowa. Shayna has a combined 12 years of experience in the financial services industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Malden, MA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Sheelagh Howett is a Registered Representative with Cambridge Investment Research Advisors, Inc. She has been in the financial services industry since September 2006. Sheelagh has a variety of experience in the financial services industry, including working as a Registered Representative for CANTELLA & CO., INC. Sheelagh has passed a number of industry exams including the Series 66, Series 14, Series 24, Series 99TO, Series 7, and the SIE. She is currently registered with the state of Massachusetts. Sheelagh is also a Certified Financial Planner™. Sheelagh is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Coshocton, OH

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Shelby Byland is a financial advisor associated with Cambridge Investment Research Advisors, Inc., located in Coshocton, OH. Shelby has been in the industry since April 2023 and holds the Series 63, Series 6TO, and SIE licenses. Shelby’s experience includes working at Northwestern Mutual Investment Services, LLC. Shelby also works with Saylor Wealth Strategies, LLC as a W2 employee.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Burbank, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Shelby Rothman is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Shelby is a registered representative in 29 states and is a Registered Investment Advisor in California, Florida, and Texas. Shelby has been in the industry since April 23, 2000, and has experience working with a variety of clients including high-net-worth individuals, pension and profit-sharing plans, and corporations. Shelby holds a Series 6, 7, and 63 license, as well as a Series 65 license. Shelby's primary focus is on providing financial planning services and investment advice to individuals, businesses, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

MacK Investment Securities, Inc. | CFP ® (Certifications)

location

NORTHFIELD, IL

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Sheldon David Kaiz is a registered representative with Mack Investment Securities, Inc. Sheldon has been in the industry since 1984. Sheldon is licensed in Arizona, Florida, Illinois and Wisconsin. Sheldon has earned the Series 7 and SIE exams and holds the Series 63. Sheldon is also a Certified Financial Planner. Sheldon has specialized in providing financial planning, market timing services and portfolio management for individuals. Sheldon's focus is on providing clients with personalized financial advice and investment strategies that meet their individual needs.

SPECIALIZATIONS

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

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