Jill ShannonCRD Number: 1216921
Current Firm: Sii Investments, Inc.
Jill Shannon (CRD# 1216921) is an Investment Advisor Representative working at Sii Investments, Inc. in Lakewood, OH and has over 33 years of experience in the finance industry. Jill Shannon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Liberty Partners Capital Management, LLC
|Sii Investments, Inc.||Lakewood, OH||Jan 1997 - Current||21|
|Jill Shannon||Lakewood, OH||Mar 1983 - Current||35|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management4,390MILLIONS
Total Number of Accounts18,681ACCOUNTS
Average Account Value$234,997
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY