Shawn Wears
CERTIFIED FINANCIAL PLANNER™ Practitioner at Lincoln Investment
- Role
- Certified Financial Plannertm Practitioner at Lincoln Investment
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Shawn Wears
I am an Entrepreneur specializing in investment management, operations, compliance…
Experience
Certified Financial Plannertm Practitioner
Jun 2014 — Present
Advisory Services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC
Education
Northwestern University
Certified Financial Planner Certificate, Finance and Financial Management Services
2014 — 2014
Dublin Scioto High School
Diploma, Business
1995 — 1997
Fi360
Accredited Investment Fiduciary® (AIF®) , Accredited Investment Fiduciary® (AIF®) Designation training
2018 — 2018
Ohio University
B.S., Sports Business
1997 — 2002
Dublin Coffman High School
Diploma, Business
1993 — 1995
Skills
- Finance
- Sales
- Wealth Management
- Series 3
- Investments
- Equities
- Series 7
- Asset Management
- Etfs
- Financial Analysis
- Investment Advisory
- Series 66
- Financial Advisory
- Uniform Combined State Law
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Retirement
- Strategic Financial Planning
- Strategy
- Asset Allocation
- Banking
- Mutual Funds
- Securities
- Series 30
- Portfolio Management
- Loans
- Financial Services
- Insurance
- Communication
- Management
- Team Building
- Series 63
- Retirement Planning
- Finra
- Entrepreneurship
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