Shaun Small has been working as a Senior Financial Advisor in The Princeton Group since 2019. Additionally, Shaun Small has on-the-job experience at more than four companies using similar skills. Shaun has a total work experience of six+ years. Shaun Small studied at the George Mason School of Law from 2003 to 2005. They have the following certificates: Nmls#: 1268251. Now the person lives in Philadelphia, Pennsylvania region. Find this professional's current phone and email with our search.
Name variants:
Sean Small
Last updated Jun 18, 2024
Contact Information
Workplace
Colleagues
Work History
Senior Financial Advisor
Senior Financial Advisor. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services. Investment products and services are offered through Wells Fargo Advisors Financial Netw...
from Sep 2019
Portfolio Manager, Financial Planning Vice President, Financial Advisor at Morgan Stanley
1585 Broadway, New York, NY 10003
© 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communicat...
from 2007
Education
2003 — 2005
1990 — 1994
Occupations
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Retirement Planning
Wealth Management