Shawn Ecklund

Shawn Ecklund Email and Phone Number

Raymond James Financial Services, Inc. Member FINRA/SIPC 1125 E 16th St Upland, CA 91784 909-981-8996 @
Shawn Ecklund's Location
Upland, California, United States, United States
Shawn Ecklund's Contact Details

Shawn Ecklund work email

Shawn Ecklund personal email

n/a
About Shawn Ecklund

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.

Shawn Ecklund's Current Company Details
Raymond James Financial Services, Inc. Member FINRA/SIPC

Raymond James Financial Services, Inc. Member Finra/Sipc

Raymond James Financial Services, Inc. Member FINRA/SIPC 1125 E 16th St Upland, CA 91784 909-981-8996
Shawn Ecklund Work Experience Details
  • Raymond James Financial Services, Inc. Member Finra/Sipc
    Financial Advisor
    Raymond James Financial Services, Inc. Member Finra/Sipc May 2008 - Present
    o For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
  • Glencrest Investment Advisors
    Managing Director
    Glencrest Investment Advisors Nov 2001 - May 2008
    View
  • Smith Barney
    Financial Consultant
    Smith Barney Nov 1998 - Nov 2001
    View

Shawn Ecklund Skills

Retirement Planning Investments Financial Goals Wealth Management Retirement Asset Allocation Strategic Financial Planning Fiduciary Services Fixed Annuities Risk Management Securities Asset Management Alternative Investments Series 24 Strategy Equities Investment Management Mutual Funds Credit Financial Planners Investment Advisory Finance Series 63 Uniform Combined State Law 401k Financial Services Management Financial Analysis Wealth Etfs Portfolio Management Investment Strategies Financial Advisory Defined Benefit Iras Estate Planning Retirement Plan Consulting Wealth Management Services Pensions Employee Benefits Series 7 Long Term Care Series 6 Insurance Life Insurance Series 65 Wealth Accumulation High Net Worth Individuals Financial Risk 401k Rollovers

Shawn Ecklund Education Details

  • California State University-San Bernardino - College Of Business And Public Administration
    California State University-San Bernardino - College Of Business And Public Administration
    Business Administration

Frequently Asked Questions about Shawn Ecklund

What company does Shawn Ecklund work for?

Shawn Ecklund works for Raymond James Financial Services, Inc. Member Finra/sipc

What is Shawn Ecklund's role at the current company?

Shawn Ecklund's current role is Raymond James Financial Services, Inc. Member FINRA/SIPC 1125 E 16th St Upland, CA 91784 909-981-8996.

What is Shawn Ecklund's email address?

Shawn Ecklund's email address is sh****@****mes.com

What is Shawn Ecklund's direct phone number?

Shawn Ecklund's direct phone number is +190998*****

What schools did Shawn Ecklund attend?

Shawn Ecklund attended California State University-San Bernardino - College Of Business And Public Administration.

What skills is Shawn Ecklund known for?

Shawn Ecklund has skills like Retirement Planning, Investments, Financial Goals, Wealth Management, Retirement, Asset Allocation, Strategic Financial Planning, Fiduciary Services, Fixed Annuities, Risk Management, Securities, Asset Management.

Not the Shawn Ecklund you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.