Shannon OlorosoCRD Number: 7005489
Current Firm: Financial Engines Advisors LLC
Shannon Oloroso (CRD# 7005489) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Chandler, AZ and has over 2 years of experience in the finance industry.
Financial Planning For Generations, Inc.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Financial Engines Advisors LLC||Santa Clara, CA||Feb 2022 - Current||< 1|
|Financial Engines Advisors LLC||Santa Clara, CA||Sep 2021 - Feb 2022||< 1|
|Financial Engines Advisors LLC||Phoenix, AZ||Jul 2020 - Sep 2021||1|
|Financial Engines Advisors LLC||Phoenix, AZ||Mar 2018 - Jul 2020||2|
|Unemployed||Scottsdale, AZ||Dec 2017 - Mar 2018||< 1|
|Foster Hope Foundation||Tempe, AZ||Dec 2015 - Dec 2017||2|
|Arizona Charities Foundation||Mesa, AZ||Aug 2011 - Dec 2015||4|
|Brinker International Payroll Company L.p||Scottsdale, AZ||Jul 2011 - Apr 2013||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2020|
Total Assets Under Management290,355MILLIONS
Total Number of Accounts1,586,142ACCOUNTS
Average Account Value$183,057
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Publication of periodicals or newsletters
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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