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Shawn R Sanchez
SHAWN SANCHEZ, Shawn R. Sanchez, Shawn Ronald Sanchez
CRD#: 6551740
IA
B
EDWARD JONESCRD#: 250 13620 LINCOLN WAY STE 320
AUBURN, CA 95603-3265
AUBURN, CA 95603-3265
View By:
9/20/2023
Financial
Final
State Registrations
B
California 6/26/2024
B
Montana 10/21/2024
IA
California 8/9/2024
B
Utah 10/16/2024
B
Idaho 1/16/2025
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 8/9/2024
B
Registered with this firm since 6/26/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 10/28/2016 - 06/13/2024 | AUBURN, CA | |
B | 10/09/2015 - 10/27/2016 | LOOMIS, CA |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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