Shawn D. Persing
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Shawn David Persing, CFP®, who also goes by Shawn D Persing, was a registered financial professional .
Shawn is a previously registered financial professional and started their career in finance in 2005. Shawn had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2013
Experience
April 3, 2014 - September 30, 2019
EVERENCE TRUST COMPANY
March 29, 2012 - December 31, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
March 8, 2012 - December 31, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
September 17, 2010 - March 1, 2012
KORHORN FINANCIAL GROUP
December 12, 2006 - March 1, 2012
SECURITIES AMERICA, INC.
October 25, 2005 - November 8, 2006
CHASE INVESTMENT SERVICES CORP.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
EVERENCE TRUST COMPANY
CRD#: 113179 / SEC#: 801-60293
Contact information
Red Flags
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