Shannon MaguireCRD Number: 7446297
Current Firm: Equitable Advisors, LLC
Shannon Maguire (CRD# 7446297) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bala Cynwyd, PA and has 1 year of experience in the finance industry.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Lpl Financial LLC
|Equitable Advisors, LLC||New York City, NY||Sep 2021 - Current||< 1|
|Essent Guaranty||Radnor, PA||Feb 2020 - Aug 2021||1|
|Essent Guaranty||Radnor, PA||Sep 2018 - Feb 2020||1|
|Sunset Pier||Sea Isle City, NJ||May 2018 - Sep 2018||< 1|
|Cid Entertainment||Philadelphia, PA||Jan 2018 - May 2018||< 1|
|Saint Joseph's University||Philadelphia, PA||Jan 2015 - May 2018||3|
|Saint Joseph's University||Philadelphia, PA||Aug 2014 - May 2018||3|
|Harmelin Media||Philadelphia, PA||May 2017 - Aug 2017||< 1|
|Villa Maria Academy||Malvern, PA||Sep 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management27,972MILLIONS
Total Number of Accounts70,048ACCOUNTS
Average Account Value$399,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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