Ryan Shannon

Financial Planner at Consolidated Planning, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • Series 66 - Uniform Combined State Law Exam
    FINRA
    Mar, 2022
    - Nov, 2024
  • Series 7 – General Securities Representative Exam
    FINRA
    Feb, 2020
    - Nov, 2024
  • Accident, Life, and Health Insurance License
    South Carolina Department of Insurance
    Jan, 2019
    - Nov, 2024
  • Securities Industry Essentials (SIE)
    FINRA

Experience

  • Consolidated Planning, Inc.
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Planner
      • Apr 2021 - Present

      Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

  • Blue Bear Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Agent
      • 2018 - Aug 2020

  • Kiawah Island Golf Resort
    • United States
    • Hospitality
    • 400 - 500 Employee
    • Caddie
      • Jan 2019 - Feb 2020

  • Jameson LLC
    • United States
    • Construction
    • 1 - 100 Employee
    • Marketing Intern
      • Jun 2017 - Aug 2017

  • Goshen Glenn Farms
    • Clover, South Carolina
    • Project Supervisor
      • 2013 - 2016

Education

  • Charleston Southern University
    Bachelor of Science in Project Management
    2017 - 2019
  • Loyola University New Orleans
    Entrepreneurship / Small Business Studies
    2015 - 2017

Community

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