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@raymondjames.com
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3 phones found area 909
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LinkedIn matched
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Shawn Ecklund is listed as Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC, based in Upland, California, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 909, and a matched LinkedIn profile for Shawn Ecklund.
Shawn Ecklund previously worked as Managing Director at Glencrest Investment Advisors and Financial Consultant at Smith Barney. Shawn Ecklund holds Bs, Business Administration from California State University-San Bernardino - College Of Business And Public Administration.
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AeroLeads found 1 current-domain work email signal for Shawn Ecklund. Compare company email patterns before reaching out.
I joined Raymond James with fifteen years of expertise as a financial advisor, retirement planning consultant and portfolio manager. I often speak on 401(k) plan participant and fiduciary responsibility, lump-sum distributions and retirement and investing solutions to companies and organizations throughout the Inland Empire.I hold a B.S. in Business Administration with a focus in Information Management Systems. I have the Series 7, General Securities Representative; Series 63, Uniform Securities Agent and Series 65, Uniform Investment Adviser licenses as well as a California State Life Insurance License (OB75957). I’m a member of the California Society of Certified Public Accountants.Specialties: • Comprehensive Financial Planning • Professional Wealth Management • Retirement Planning • Asset Allocation and Diversification Strategies • Personal Trust Services • 401(k) Due Diligence • Fiduciary ServicesInvestment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
Listed skills include Retirement Planning, Investments, Financial Goals, Wealth Management, and 46 others.
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Shawn Ecklund works for Raymond James Financial Services, Inc. Member FINRA/SIPC.
Shawn Ecklund is listed as Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC.
AeroLeads has found 1 work email signal at @raymondjames.com for Shawn Ecklund at Raymond James Financial Services, Inc. Member FINRA/SIPC.
AeroLeads has found 3 phone signal(s) with area code 909 for Shawn Ecklund at Raymond James Financial Services, Inc. Member FINRA/SIPC.
Shawn Ecklund is based in Upland, California, United States while working with Raymond James Financial Services, Inc. Member FINRA/SIPC.
Shawn Ecklund has worked for Raymond James Financial Services, Inc. Member Finra/Sipc, Glencrest Investment Advisors, and Smith Barney.
You can use AeroLeads to view verified contact signals for Shawn Ecklund at Raymond James Financial Services, Inc. Member FINRA/SIPC, including work email, phone, and LinkedIn data when available.
Shawn Ecklund holds Bs, Business Administration from California State University-San Bernardino - College Of Business And Public Administration.
Shawn Ecklund is listed with skills including Retirement Planning, Investments, Financial Goals, Wealth Management, Retirement, Asset Allocation, Strategic Financial Planning, and Fiduciary Services.
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