Shawn PeronaCRD Number: 6068103
Current Firm: Axa Advisors, LLC
Shawn Perona (CRD# 6068103) is an Investment Advisor Representative working at Axa Advisors, LLC in Scottsdale, AZ and has over 3 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Axa Advisors, LLC||New York, NY||Sep 2014 - Current||3|
|Hi Fi Kitchen & Cocktails||Tucson, AZ||Apr 2014 - Aug 2014||< 1|
|Spotify||Tucson, AZ||Mar 2014 - Aug 2014||< 1|
|University Of Arizona||Tucson, AZ||Aug 2009 - May 2014||4|
|Fraternity Management Group||Tucson, AZ||May 2013 - Sep 2013||< 1|
|Gringo Star Street Bar||Tempe, AZ||Jun 2013 - Aug 2013||< 1|
|Axa Advisors, LLC||Scottsdale, AZ||May 2013 - Aug 2013||< 1|
|Vcuffs, LLC||Tucson, AZ||Dec 2012 - Mar 2013||< 1|
|Able Financial Group||Socttsdale, AZ||May 2012 - Aug 2012||< 1|
|Blanc Tacos & Tequila||Tucson, AZ||Aug 2011 - Nov 2011||< 1|
|Horizon High School||Scottsdale, AZ||Aug 2005 - Jun 2009||3|
|Safeway||Phoenix, AZ||Jan 2008 - Nov 2008||< 1|
|Sport Chalet||Scottsdale, AZ||May 2006 - Feb 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.