Shawn Wears, Cfp®

Shawn Wears, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ Practitioner at Lincoln Investment @ Gateway Retirement Solutions
Shawn Wears, Cfp®'s Location
United States, United States
Shawn Wears, Cfp®'s Contact Details
About Shawn Wears, Cfp®

Experienced Investments professional with a background in investment operations, compliance, project Finance and client relations. Proven ability to manage multiple projects while meeting challenging deadlines. Exceptional customer service skills; strong working relationships with internal business partners as well as external clients. Strong planning, organizational and leadership qualities that allow me to successfully manage diverse and dynamic work environments. Demonstrates a positive, can-do attitude resulting in outstanding teamwork among my peers

Shawn Wears, Cfp®'s Current Company Details
Gateway Retirement Solutions

Gateway Retirement Solutions

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CERTIFIED FINANCIAL PLANNER™ Practitioner at Lincoln Investment
Shawn Wears, Cfp® Work Experience Details
  • Gateway Retirement Solutions
    Licensed Insurance Representative
    Gateway Retirement Solutions Aug 2023 - Present
    Dover, New Hampshire, Us
    Specializing in delivering full retirement solutions, including Medicare, Short and Long Term Care Insurance, Life Insurance, Annuities, and Investment products.With the freedom to partner with over 100 different carriers, we’re able to provide our clients with the best service and coverage, at affordable rates.Advisory services offered through Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, and Member FINRA/SIPC, www.lincolninvestment.com. Gateway Retirement Solutions and the above firms are independent and non-affiliated.
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  • Lincoln Investment
    Certified Financial Planner™ Practitioner
    Lincoln Investment Jun 2014 - Present
    Fort Washington, Pa, Us
    Advisory Services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC www.lincolninvestment.com
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  • Tom+Chee
    Franchise Owner
    Tom+Chee Nov 2013 - Apr 2016
    We showcased the world's most creative selections of grilled cheese, including the Grippo’s BBQ+Bacon and the Grilled Cheese Donut, as well as homemade soups and fresh salads.All of our soups are homemade, we roast our turkey, chickenand beef as well as make our own salad dressings. With a menuthat fits in well for a quick work day lunch, a day out with thefamily or a late night with your friends, people around the city andcountry are asking for more Tom+Chee.Eat What's Fun!
  • Cambridge Investment Research
    Independent Financial Advisor
    Cambridge Investment Research Jun 2013 - May 2014
    Fairfield, Ia, Us
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  • Altegris Investments
    Regional Vice President
    Altegris Investments Feb 2011 - Feb 2013
    La Jolla, Ca, Us
    View
  • Rydex Investments
    Senior Wealth Management Associate
    Rydex Investments Feb 2008 - Feb 2011
    Rockville, Md, Us
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  • Capital One
    Account Executive
    Capital One Jan 2006 - Dec 2007
    Mclean, Va, Us
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Shawn Wears, Cfp® Skills

Investments Mutual Funds Wealth Management Retirement Planning Alternative Investments Series 7 Strategic Financial Planning Securities Asset Allocation Team Building Investment Strategies Sales Series 63 Financial Advisory Separately Managed Accounts Financial Services Insurance Finra Management Strategy Finance Investment Advisory Banking Loans Uniform Combined State Law Communication Retirement Asset Management Etfs Entrepreneurship Series 3 Series 66 Series 30 Portfolio Management Financial Analysis Equities

Shawn Wears, Cfp® Education Details

  • Northwestern University
    Northwestern University
    Finance And Financial Management Services
  • Ohio University
    Ohio University
    Sports Business
  • Fi360
    Fi360
    Accredited Investment Fiduciary® (Aif®) Designation Training
  • Dublin Scioto High School
    Dublin Scioto High School
    Business
  • Dublin Coffman High School
    Dublin Coffman High School
    Business

Frequently Asked Questions about Shawn Wears, Cfp®

What company does Shawn Wears, Cfp® work for?

Shawn Wears, Cfp® works for Gateway Retirement Solutions

What is Shawn Wears, Cfp®'s role at the current company?

Shawn Wears, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ Practitioner at Lincoln Investment.

What is Shawn Wears, Cfp®'s email address?

Shawn Wears, Cfp®'s email address is sw****@****att.net

What schools did Shawn Wears, Cfp® attend?

Shawn Wears, Cfp® attended Northwestern University, Ohio University, Fi360, Dublin Scioto High School, Dublin Coffman High School.

What are some of Shawn Wears, Cfp®'s interests?

Shawn Wears, Cfp® has interest in Poverty Alleviation.

What skills is Shawn Wears, Cfp® known for?

Shawn Wears, Cfp® has skills like Investments, Mutual Funds, Wealth Management, Retirement Planning, Alternative Investments, Series 7, Strategic Financial Planning, Securities, Asset Allocation, Team Building, Investment Strategies, Sales.

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