Shawn Halsey
Financial Services Professional @ NYLIFE Securities LLC | Registered Representative
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Shawn Halsey
With over eight years at NYLIFE Securities LLC and New York Life Insurance Company, my mission is to deliver tailored financial solutions that foster long-term growth and ensure financial security for our clients. Our team\'s dedication to integrity and personalized service has enabled us to guide numerous individuals through the intricacies of personal finance.My competencies in team building and training are instrumental in empowering clients, equipping them with the knowledge to make informed decisions. As a Registered Representative, I am committed to enhancing our clients\' financial well-being, leveraging my expertise in personal finance and insurance strategies to support their aspirations.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.CA License # 40•••87Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.5455 Rings RdSuite 200Columbus, OH 43••••••••27
Experience
Financial Services Professional
Jul 2016 — Present
Registered Representative offering securities products and services through NYLIFE Securities LLC.(Member FINRA/SIPC), A Licensed Insurance Agency.
Education
American Military University
Master’s Degree, Political Science
2013 — 2015
The Ohio State University
Bachelor’s Degree, Economics
2006 — 2011
Skills
- Leadership
- 401(K) Rollovers
- Customer Service
- Spanish-Speaking
- Strategic Planning
- Computer Maintenance
- Estate Planning
- Military
- Personal Finance
- Technical Support
- Network Administration
- Great Motivator
- Military Experience
- Multi-Generational Wealth Transfer
- Highly Motivated Self-Starter
- Active Dod Top Secret Clearance
- Investments
- Iwork
- Hardware Support
- Microsoft Office
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