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Unclaimed

Lagrande Global LLC

location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Shawn Hiner-leamon is a Registered Investment Advisor with Lagrande Global LLC. Shawn has over 10 years of experience in the financial services industry and holds Series 63, Series 65 and Series 7 licenses. Shawn currently manages 62.57 million in assets for a variety of client types including pooled investment vehicles and individuals. Lagrande Global LLC specializes in financial planning, portfolio management and selection of other advisers.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

CROWN POINT, IN

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Allen Sabau is a financial advisor with Stifel, Nicolaus & Company, Inc.. Shawn has been in the financial services industry since 1999 and has experience providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Shawn is a Certified Financial Planner (CFP®) and holds the Series 6, 7, 63, and 66 licenses. Shawn is also registered to provide investment advisory services in Indiana and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFC ® (Certifications)

location

CHARLOTTESVILLE, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Pendleton is a financial advisor with Stifel, Nicolaus & Company, Inc. Shawn has been a financial advisor since 2013 and is registered with the state of Virginia. Shawn holds a Series 66 license and is also a Chartered Financial Consultant. Shawn works with clients to provide financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

BMO Capital Markets Corp.

location

SAN FRANCISCO, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Ulrich Oxenham is a financial professional with over 23 years of experience in the industry. Shawn has a wide range of experience having worked at firms such as Credit Suisse Securities (USA) LLC, Lehman Brothers Inc., and Charles Schwab & Co., Inc. Shawn currently works at BMO Capital Markets Corp. Shawn is licensed to provide investment advice in all states of the U.S. and has a strong track record of providing financial guidance and investment strategies to clients. Shawn is committed to helping clients achieve their financial goals and is dedicated to providing personalized attention and exceptional service.

SPECIALIZATIONS

PROVISION OF SECURITIES TRADING IDEAS AND RESEARCH
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Amundi Asset Management US, Inc.

location

BOSTON, MA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Thomas Bromley is a financial advisor with over 20 years of experience in the industry. Shawn has a wide range of experience working with clients, including high-net-worth individuals, corporations, pooled investment vehicles, and investment companies. Shawn currently works for Amundi Asset Management US, Inc. and is registered as an Investment Advisor Representative in Massachusetts. Previously, Shawn worked for various firms, including Transamerica Capital, Inc., Patrick Capital Markets, LLC, Principal Funds Distributor, Inc., Delaware Distributors, L.P., Lincoln Financial Distributors, Inc., and Susquehanna Capital Group. Shawn is also a member of Oakland Street Capital (LLC) and oversees activities for the LLC.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Clearbridge Investments, LLC

location

NEW YORK, NY

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Schaefer is an investment advisor representative with Clearbridge Investments, LLC, located in New York, NY. Shawn has been in the industry since August 2003. Shawn is registered with the state of Michigan as an investment advisor representative. Clearbridge Investments, LLC offers investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. The firm also provides portfolio management for investment companies and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

BOK Financial Securities, Inc.

location

Overland Park, KS

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Trenolone is a financial advisor at BOK Financial Securities, Inc. based in Overland Park, KS. Shawn has been working in the financial services industry since 1991. Shawn is a registered representative with FINRA and is licensed in multiple states. Shawn holds Series 6, 7, 52TO and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FURNISHES ADVICE ABOUT SECURITIES IN ANY MANNER NOT DESCRIBED ABOVE.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Prospera Financial Services, Inc.

location

DALLAS, TX

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Baxter is an investment advisor representative at Prospera Financial Services, Inc. in Dallas, Texas. Shawn is a registered investment advisor in Texas and has been in the industry for 22 years. Shawn's previous employers include AVANTax Investment Services, Inc., 1ST GLOBAL CAPITAL CORP., and Southwest Securities, Inc. Shawn is a series 66, series 63, Series 53, Series 24, Series 52TO, SIE and series 7 licensed professional.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

CHARLOTTE, NC

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Fleming is a financial advisor with Vanguard Advisers, Inc. Shawn is registered with the state of North Carolina and holds FINRA licenses Series 6, 7, 63, and 66. Shawn has been in the securities industry since May 4, 2001. Shawn is affiliated with the Charlotte branch of Vanguard Advisers, Inc. The firm provides financial planning and portfolio management services for individuals, businesses, and pooled investment vehicles. They are a large firm with a national presence and serve a broad range of clients.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

GRAND RAPIDS, MI

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Kersjes has been in the financial services industry since 2002 and is currently registered as a Registered Representative with Stifel, Nicolaus & Company, Inc.. Shawn has a diverse background having worked previously at Oppenheimer & Co. Inc. and New England Securities. Shawn is licensed to provide investment advice in 28 states, and provides financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

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