Shawn Wooden

Shawn Wooden Email and Phone Number

Financial Advisor | CEO | Partner @ Associated Investor Services, Inc.
Fort Lauderdale, FL, US
Shawn Wooden's Location
Fort Lauderdale, Florida, United States, United States
About Shawn Wooden

Shawn specializes in helping clients define their financial goals based on their values and creates clear strategies to help them achieve those goals and successful retirement.Shawn Wooden holds his Series 6, 7, 24, 51, 63, and 65 securities registrations. He received his bachelor’s degree in computer sciences from the University of Notre Dame. Wooden completed an Executive program for retirement planning at the Wharton School of Business and is a “Top of the Table” member of the Million Dollar Round Table, an international, independent association of more than 29,000 of the world’s life insurance and financial services professionals. Following his NFL career, Wooden received the Unsung Hero Award from the Miami Dolphins Alumni Association which honors a Dolphin player who might not have received the recognition he deserved during his playing days.Wooden resides in Pembroke Pines with his family and supports local organizations that help families in need, such as Big Brothers, Big Sisters, Make-A-Wish Foundation, Habitat for Humanity, the United Way, Cystic Fibrosis, and the Miami Dolphins Foundation. Securities offered through 𝗢𝘀𝗮𝗶𝗰 𝗪𝗲𝗮𝗹𝘁𝗵, 𝗜𝗻𝗰. member FINRA/SIPC. 𝗢𝘀𝗮𝗶𝗰 𝗪𝗲𝗮𝗹𝘁𝗵 is separately owned and other entities (𝐀𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐞𝐝 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬, 𝐈𝐧𝐜. and Associated Financial Consultants, Inc.) and/or marketing names, products or services referenced here are independent of 𝐎𝐬𝐚𝐢𝐜 𝐖𝐞𝐚𝐥𝐭𝐡. The accuracy and authenticity of the information are reliant solely on the author and/or third parties and not by Securities America, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not be considered investment advice.

Shawn Wooden's Current Company Details
Associated Investor Services, Inc.

Associated Investor Services, Inc.

View
Financial Advisor | CEO | Partner
Fort Lauderdale, FL, US
Website:
afc-ais.com
Employees:
20
Shawn Wooden Work Experience Details
  • Associated Investor Services, Inc.
    Financial Advisor | Ceo | Partner
    Associated Investor Services, Inc.
    Fort Lauderdale, Fl, Us
  • Associated Investor Services, Inc.
    Financial Advisor | Vice President | Partner
    Associated Investor Services, Inc. Jan 2020 - Present
    Hollywood, Florida, Us
  • Principal Financial Group
    Managing Director | Principal Securities Registered Representative | Financial Advisor
    Principal Financial Group Apr 2018 - Jan 2020
    Des Moines, Iowa, Us
  • Principal Financial Group
    Principal Securities Registered Representative/Financial Advisor, Financial Representative
    Principal Financial Group Dec 2012 - Jan 2020
    Des Moines, Iowa, Us
  • Metlife
    Financial Advisor / Financial Services Representative
    Metlife Jan 2009 - Dec 2012
    New York, Ny, Us
  • Axa Advisors
    Financial Advisor
    Axa Advisors Jun 2008 - Jan 2009
    New York, Ny, Us
  • Metlife
    Financial Planner
    Metlife Sep 2005 - Jun 2008
    New York, Ny, Us
  • Miami Dolphins, Chicago Bears
    Pro Athlete
    Miami Dolphins, Chicago Bears Apr 1996 - Mar 2005
    Miami Gardens, Fl, Us
  • Anjon Systems
    Computer Systems Consultant
    Anjon Systems Jun 1993 - May 1996
    Developed, programmed, and maintained computer systems for several teams of the National Football League. These systems involved game analysis, player personnel analysis, and stadium ticketing.Performed several tasks, including writing code, to maintain a high-quality customer service while working closely with NFL teams.

Shawn Wooden Skills

Iras Executive Benefit Strategies Buy Sell Review Charitable Giving Sep And Simple Iras Supplemental Retirement Income Business Continuation Key Person Insurance Informal Business Valuation Financial Needs Analysis Services Estate Planning Strategies Tax Deferred Savings Income Protection College Funding Financial Services Securities Wealth Accumulation Strategies

Shawn Wooden Education Details

  • University Of Notre Dame
    University Of Notre Dame
    Computer Science

Frequently Asked Questions about Shawn Wooden

What company does Shawn Wooden work for?

Shawn Wooden works for Associated Investor Services, Inc.

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

Shawn Wooden's current role is Financial Advisor | CEO | Partner.

What is Shawn Wooden's email address?

Shawn Wooden's email address is je****@****ail.com

What is Shawn Wooden's direct phone number?

Shawn Wooden's direct phone number is +195456*****

What schools did Shawn Wooden attend?

Shawn Wooden attended University Of Notre Dame.

What are some of Shawn Wooden's interests?

Shawn Wooden has interest in Football, Casinos, Exercise, Nascar, Home Improvement, Shooting, Reading, Sports, Fishing, Home Decoration.

What skills is Shawn Wooden known for?

Shawn Wooden has skills like Iras, Executive Benefit Strategies, Buy Sell Review, Charitable Giving, Sep And Simple Iras, Supplemental Retirement Income, Business Continuation, Key Person Insurance, Informal Business Valuation, Financial Needs Analysis, Services, Estate Planning Strategies.

Who are Shawn Wooden's colleagues?

Shawn Wooden's colleagues are Elisa Alvarez, Steven Fraidstern, Clu, Chfc, Marc Weiss, Jeff Zuckerman, Cpfa, Danielle Martinez, Sasha Rivas-Mateo, Andrea Lopez.

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