Shannon PinderCRD Number: 6373111
Current Firm: Msi Financial Services, Inc.
Shannon Pinder (CRD# 6373111) is an Investment Advisor Representative working at Msi Financial Services, Inc. in San Jose, CA and has over 2 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Metlife Securities Inc.||San Jose, CA||Jul 2014 - Current||2|
|Realscout Inc.||Mountain View, CA||Oct 2013 - Jun 2014||< 1|
|Santa Clara University||Santa Clara, CA||Sep 2010 - Jun 2014||3|
|Santa Clara University||Santa Clara, CA||Sep 2013 - Mar 2014||< 1|
|Silicon Valley Leadership Group||San Jose, CA||Jun 2013 - Aug 2013||< 1|
|Santa Clara University||Santa Clara, CA||Sep 2011 - Jun 2013||1|
|Unemployed||Los Angeles, CA||Jun 2010 - Sep 2010||< 1|
|Immaculate Heart High School||Los Angeles, CA||Sep 2006 - Jun 2010||3|
|Unemployed||Los Angeles, CA||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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, 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, VT, WA, WI, WV