Shannon Pinder, financial advisor San Jose CA
93 score

Shannon Pinder

CRD Number: 6373111
Current Firm: Mml Investors Services, LLC

Shannon Pinder (CRD# 6373111) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Jose, CA and has over 3 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services, LLC San Jose, CA Mar 2017 - Current 1
Massachusetts Mutual Life Insurance Company San Jose, CA Jul 2016 - Current 1
Msi Fiancial Services San Jose, CA Jul 2016 - Mar 2017 < 1
Metlife Securities Inc. San Jose, CA Jul 2014 - Jul 2016 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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Shannon R. Pinder
Phone Number: (413)737-8400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    25,618
    MILLIONS
  • Total Number of Accounts
    157,759
    ACCOUNTS
  • Average Account Value
    $162,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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