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 2 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||2|
|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
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